NVIDIA Debunks Reports of H100/H200 AI GPUs Being Sold Out Or Being Supply Constrained, Says H20 Has No Impact On Other Products

NVIDIA has just debunked reports claiming that its H20 sales have impacted the supply of H200 and H100 AI GPUs.

NVIDIA Has More Than Enough H100/H200 AI GPUs To Satisfy Every Order Without Delay, Company Debunks Reports of H20 Constraining Supply of Other Products

Recently, there have been various reports that NVIDIA might be prioritizing sales of H20 GPUs, leading to supply constraints for the H100 & H200 AI lineup. However, the company has quickly come forward to debunk these reports and issued a statement regarding the whole situation.

According to NVIDIA, these reports are based on "erroneous chatter", and not only can their cloud partners render every H100/H200 that they have online, but they are also able to satisfy new orders of these GPUs without any delays.

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…

— NVIDIA Newsroom (@nvidianewsroom) September 2, 2025

The NVIDIA H20 chip was designed as a US regulations-compliant variant to be exported to China after the US imposed trade restrictions on the country. This chip was hotly in demand, and despite its cut-down nature, it still offers more AI horsepower and capabilities than the Chinese-made Huawei chips, such as the Ascend 920 series.

Furthermore, it was only last month that reports emerged that there might be backdoors, spyware, or kill switches within the chips designed by NVIDIA for China, but that was also rejected by NVIDIA in its blog post.

Given NVIDIA's immense popularity in the data center / AI space with its recent Hopper and Blackwell architectures, it is likely that rumors are being spread to counter their growing influence, but that hasn't worked before and won't work again, as demonstrated by NVIDIA during its recent financial earnings where its AI segment once again reported a record $41.096 billion in revenue.

NVIDIA is so confident in itself and its partners that they want buyers to come to them now, for sure that they can not only supply these AI chips but also without any delays. NVIDIA is also moving to a yearly cadence where it will produce high-end AI GPUs each year, with Rubin launching in 2026, Rubin Ultra in 2027, and Feynman in 2028.

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