In response to recent media reports, NVIDIA (NVDA.US) has issued a clarification, explicitly stating that cloud service access for its H100, H200, and Blackwell series GPUs does not face supply constraint issues. NVIDIA posted on the X platform late Tuesday morning: "We have noticed inaccurate statements in the media claiming that NVIDIA H100/H200 series GPUs face supply shortages and are 'sold out.' As mentioned in our earnings reports, cloud service partners can rent all online H100/H200 GPUs on their platforms—but this does not mean we cannot accept new orders."

The company further emphasized: "We have sufficient H100/H200 inventory to fulfill every order promptly without delays. There are also rumors claiming that H20 series GPUs have caused reduced supply of H100/H200 or Blackwell series products. This claim is equally completely false—H20 sales have no impact on our supply capacity for other NVIDIA products."