NVDA "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."