NVIDIA has officially debunked claims that its last-generation H100 and H200 GPUs are facing supply issues, specifically due to manufacturing constraints. While the company has moved a significant amount of manufacturing capacity from the "Hopper" generation to the "Blackwell" generation at TSMC, demand from cloud providers for older generations remains, and NVIDIA has promised it can deliver orders without issue. This includes the China-specific H20, which doesn't impact any production line left for the rest of the H100/H200 GPUs. The company has issued the following statement on its official newsroom account on X:

NVIDIA 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 enough H100/H200 to satisfy every order without delay. 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.