Key Takeaways
1. Nvidia denies rumors of shortages for H100 and H200 GPUs, stating that they can fulfill new orders without delays.
2. Confusion arose from Nvidia’s earnings call, leading some to believe the H100 and H200 GPUs were sold out, which Nvidia refutes.
3. The rise in demand for the H20 GPU does not impact the production of H100 or H200 units, according to Nvidia.
4. Nvidia has achieved record revenue of $41.096 billion in its AI sector and assures customers they can meet demand.
5. Future high-end AI GPUs are planned for annual updates, with new models expected in 2026, 2027, and 2028, and potential manufacturing in Taiwan.
Nvidia has recently rejected claims about shortages of H100 and H200 GPUs, which were said to prioritize H20 GPU orders, calling them “incorrect rumors.” The company asserts that cloud partners can operate all H100 and H200 units online, and they can still process new orders without any delays. This statement comes as a response to ongoing market speculation regarding a limited supply.
Earnings Call Confusion
Previously, comments made during Nvidia’s latest earnings call led to beliefs that the H100 and H200 GPUs were “sold out.” Some interpreted this as a sign of scarcity, but this view contradicts Nvidia’s recent assurance of ample supply, likely due to a lack of context in the earlier communications.
H20 Demand and Production
The H20 GPU, designed with U.S. export regulations in mind, experienced a surge in demand after Washington allowed Nvidia to resume selling it. Nonetheless, the company insists that the rise in H20 demand does not affect the production of H100 or H200 units.
Claims about backdoors and a “kill switch” from Beijing have been denied by Nvidia and remain unsubstantiated. There are whispers of a new GPU specifically for China, codenamed B30A, but no specific information is available at this time.
Strong Revenue and Future Plans
Nvidia’s AI sector has achieved a record revenue of $41.096 billion, indicating strong demand. Despite this, the company maintains that it can satisfy buyer needs and encourages customers to reach out directly. Plans are in place for annual updates on upcoming high-end AI GPUs, with Rubin expected in 2026, Rubin Ultra in 2027, and Feynman in 2028. There are intentions to manufacture the new Rubin chips in Taiwan, although these details have yet to be confirmed.
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