Nvidia's H100 and H200 GPUs, despite being a generation old now, sell like hotcakes. Their demand is largely predicated on the overnight surge in demand for AI applications across the industry, along with Nvidia being essentially the only company that can supply high-quality AI accelerators at such a rate. Over the last week, various reports have described a shortage of H100/H200 GPUs, probably spurred in part by CEO Jensen Huang's comments during the company's earnings call. However, Nvidia has now come forward to clarify that the chips are not sold out.
We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200.As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.We have more than…September 2, 2025
