NVIDIA Refutes GPU Shortage Rumors, Assures Strong Supply of H100 and H200 AI Chips

NVIDIA has stepped forward to firmly dismiss a wave of recent speculation surrounding its most advanced AI GPUs.

Contrary to multiple reports suggesting that the company’s H20 GPU sales were squeezing supply of the flagship H100 and H200 models, NVIDIA insists that such claims are unfounded. The firm clarified in a detailed statement that its cloud partners can not only fully utilize every H100 and H200 unit already online, but also continue to receive fresh orders without disruption or delay. In short, supply is steady, and buyers won’t be left waiting in line.

The rumors emerged because of the unusual role of the H20 chip. This processor was designed specifically to comply with U.S. export restrictions targeting China. While cut down compared to the H100, the H20 still manages to outperform Huawei’s domestic Ascend 920 chips in AI workloads, making it a highly desirable product within the Chinese market. Demand surged, fueling speculation that NVIDIA was prioritizing shipments of H20 units to China at the expense of the higher-end H100 and H200. NVIDIA has now rejected that narrative outright.

This isn’t the first time the company has faced controversy over its China-bound hardware. Just weeks ago, questions were raised about alleged backdoors or kill switches being embedded within NVIDIA’s export GPUs. Once again, the company shot down those accusations in its blog posts, labeling them as baseless rumors. What stands out is how these stories consistently surface at moments when NVIDIA reports record earnings or expands its dominance in the AI space. With the Hopper and Blackwell architectures leading the charge, NVIDIA’s data center division recently posted $41.096 billion in revenue – a figure that makes it clear why competitors might want to undermine the narrative.

Perhaps most importantly, NVIDIA is signaling confidence not just in its current line-up, but in its roadmap. The company is shifting to a yearly cadence for high-end AI GPUs, with Rubin slated for 2026, Rubin Ultra in 2027, and Feynman in 2028. This forward-looking strategy is designed to cement NVIDIA’s role as the go-to supplier of compute power for the rapidly expanding AI ecosystem. Far from being rattled by rumors, the company is sending the message that it has the resources, partnerships, and technical leadership to keep global AI research and commercial deployment moving without pause.

For now, the message to customers is clear: the H100 and H200 remain available, the H20 is not a threat to supply, and NVIDIA’s broader pipeline of innovation remains intact. As the GPU arms race accelerates, NVIDIA appears determined to show that no amount of speculative chatter will slow its momentum.