Nvidia disputes claims of H100/H200 GPU shortage, despite Jensen suggesting otherwise during earnings conversation – company assures ample GPU inventory available
Nvidia Clarifies GPU Demand Amidst High Interest in AI
Nvidia, the leading supplier of high-quality AI accelerators, has found itself at the centre of a whirlwind of demand for its latest GPUs, the H100 and H200. During the company's earnings call, CEO Jensen Huang mentioned that these GPUs were sold out due to high demand. However, Nvidia has since clarified that while demand is indeed very high, the chips are not actually sold out.
The surge in demand for Nvidia's H100 and H200 GPUs can be attributed to the rapid growth of AI applications across various industries. AI native startups, enterprise SAS, industrial AI, and startups are showing enormous interest in AI, contributing to the high demand for these GPUs. This demand has led to a scramble among these entities to secure capacity to train their reasoning models.
Large cloud service providers (CSPs) are also feeling the pinch, with some reportedly renting capacity from other CSPs to meet the demand. The high demand for these GPUs has been a topic of discussion for over a week, with various reports describing shortages.
The demand for Nvidia's GPUs has not gone unnoticed by governments either. The Trump administration is alleged to have asked Nvidia to allocate 15% of its GPU earnings to China. However, Nvidia has not confirmed these reports.
Amidst this demand, Nvidia is not resting on its laurels. The company is developing a new GPU for China, the Blackwell-based B30A, which is reportedly faster than any Hopper AI chip. Furthermore, Nvidia is ramping up production of its next-gen Vera Rubin AI chips in Taiwan.
However, the H20 chips, a part of Nvidia's portfolio, have been a source of controversy. Last month, questions were raised about the presence of backdoors in the H20 chips. Nvidia has since denied these allegations.
In addition, Nvidia clarifies that the China-exclusive H20 GPU, made to adhere to U.S. export restrictions, does not impact the H100/H200 production lines. The company aims to clarify market confusion and reassure investors despite the CEO's earlier sold-out remarks.
In conclusion, Nvidia continues to be at the forefront of the AI revolution, facing high demand for its GPUs. Despite earlier reports suggesting shortages, Nvidia asserts it has sufficient inventory to fulfill all orders promptly. The company is also looking to the future, with the development of the B30A GPU for China and the ramping up of production of its next-gen Vera Rubin AI chips in Taiwan.
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