Nvidia Denies Claims of Supply Constraints for Cloud Access to H100, H200, and Blackwell GPUs

Nvidia denies supply constraints claims, stating there are no limitations for cloud access to its H100, H200, or Blackwell GPUs. The company emphasizes that reports of such constraints are "categorically false."

Nvidia Corporation (NASDAQ:NVDA) has responded to recent media reports, clarifying that there are no supply constraints for cloud access to its H100, H200, or Blackwell GPUs. The company stated categorically that such claims are false and that its cloud partners can rent every available H100/H200 GPU online without delay [1].

In a recent post on X, Nvidia addressed erroneous chatter in the media claiming that the company is "sold out" of its H100/H200 GPUs. The company emphasized that it has more than enough stock to satisfy every order without delay. Additionally, Nvidia denied rumors that the H20 chip has reduced its supply of either H100/H200 or Blackwell GPUs, stating that selling H20 has no impact on its ability to supply other NVIDIA products [1].

Nvidia's shares, along with the broader semiconductor sector, experienced a downturn during Tuesday's trading session. Despite the recent market fluctuations, Nvidia's fiscal second quarter (Q2) 2026 results demonstrated robust growth, with revenues of $46.7 billion, representing a 56% year-over-year increase and exceeding estimates by $500 million [2]. The Data Center segment, which includes Blackwell revenue, showed significant growth, with Blackwell revenue up 17% sequentially.

The company's strong financial performance is reflected in its balance sheet, which features a robust cash position of $56.8 billion and a manageable debt of $8.5 billion. Nvidia's cash flow and buyback activities have been instrumental in maintaining a strong financial position, with the company returning $10 billion to shareholders in the latest quarter [2].

While Nvidia continues to face geopolitical challenges, particularly related to its operations in China, the company has implemented strategic measures to mitigate these risks. The development of the B30A chip, designed to comply with both U.S. export controls and Chinese security requirements, aims to re-establish Nvidia's competitive edge in the Chinese market [3].

Nvidia's ability to navigate these challenges and maintain its market leadership position in the AI sector is a testament to its strategic adaptability. As the company continues to deliver strong financial results and innovative products, investors can remain confident in its long-term growth prospects.

References:
[1] https://seekingalpha.com/news/4491308-nvidia-says-supply-constraint-claims-are-categorically-false
[2] https://seekingalpha.com/article/4818565-nvidia-5-trillion-on-the-table
[3] https://www.ainvest.com/news/nvidia-50-billion-china-dilemma-navigating-geopolitical-risks-secure-ai-supremacy-2508/