Nvidia Clarifies H100/H200 GPUs Are Not Sold Out Despite Earnings Call Comments, Reaffirms Strong Supply Amid High AI Demand

Nvidia has clarified that its H100 and H200 GPUs are not sold out, despite recent reports suggesting a shortage and comments from CEO Jensen Huang during the company’s earnings call that appeared to imply otherwise. The H100 and H200, though now a generation old, continue to see massive demand driven by the rapid expansion of AI applications across industries. Nvidia remains the dominant supplier of high-performance AI accelerators, with no direct competitors capable of matching its scale or performance. Over the past week, multiple media outlets reported a scarcity of these chips, likely influenced by Huang’s remarks during the earnings call. He referenced supply constraints in a way that suggested ongoing challenges, but Nvidia has since issued a correction, confirming that it maintains ample supply of both the H100 and H200 GPUs. This creates a contradiction: if the chips are truly in short supply, they cannot simultaneously be readily available. The discrepancy raises questions about whether Huang’s comments were based on outdated information, misinterpreted context, or perhaps a reference to specific customer segments or regions rather than overall availability. Nvidia emphasized that it is meeting demand across its key markets, including cloud providers, enterprises, and research institutions. The company continues to ramp up production and has invested heavily in manufacturing capacity to support the sustained growth of AI workloads. The situation underscores the intense demand for AI hardware, even as newer generations like the H200 and upcoming Blackwell series enter the market. While the H100 and H200 are no longer the latest models, their proven performance and widespread integration into existing AI infrastructure keep them in high demand. For now, Nvidia’s official stance is clear—there is no shortage. The company remains confident in its ability to deliver its AI accelerators to customers worldwide, reinforcing its leadership in the AI hardware space.