SoFi launches Agentic AI ETF targeting autonomous technology companies
Investing.com -- Nvidia pushed back against speculation of supply shortages in its high-end AI chips, saying reports of constraints are unfounded.
The company’s shares are down more than 3% on Tuesday.
In a post on X, Nvidia stated, “We’ve seen erroneous chatter in the media claiming that NVIDIA is supply constrained and ‘sold out’ of H100/H200.”
The company emphasised that while demand remains strong, it is able to meet all customer requirements. “We have more than enough H100/H200 to satisfy every order without delay,” the statement said.
Investing.com has reached out to the company to clarify the source of the reports.
Nvidia also sought to clarify recent claims that its H20 product was limiting the availability of other offerings.
“The rumor that H20 reduced our supply of either H100/H200 or Blackwell is also categorically false — selling H20 has no impact on our ability to supply other NVIDIA products,” the company posted.
The remarks follow market attention on Nvidia’s ability to meet demand for AI hardware, particularly its flagship H100 and newer H200 chips, which are widely used.
Nvidia noted that, as it reported 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.”
The denial comes at a time when AI hardware competition is intensifying, and investors remain focused on Nvidia’s supply chain and product pipeline as key drivers of growth.