Nvidia Calms AI Chip Market: Enough H100s and H200s to Go Around

2025-09-08 nvidia

Santa Clara, Monday, 8 September 2025.
Amidst swirling rumors of shortages, Nvidia assures customers it has ample supply of its coveted H100 and H200 AI chips. The company’s stock dipped 3% on speculation, prompting a firm denial of any inability to meet current orders. Nvidia also addressed concerns about its China-exclusive H20 GPU affecting supply, clarifying that H20 production does not limit the availability of other products. The denial aims to stabilize investor confidence in Nvidia’s capacity to power the ongoing AI boom.

Nvidia’s market dominance

Nvidia holds a dominant position in the graphics card market, capturing 94% of the market share [4]. This significant lead over competitors like AMD and Intel underscores Nvidia’s strength in the high-performance computing sector [4]. The company’s GPUs are essential for AI development, data centers, and advanced computing applications, solidifying its role as a key player in the AI revolution [3]. Samsung is increasing GDDR7 production to meet NVIDIA’s demand in the Chinese market [4].

AI gain act and potential impact

Nvidia is facing potential challenges from the proposed AI GAIN Act in the U.S. [4][7]. This act aims to prioritize domestic AI GPU demand and restrict exports of the most advanced GPUs to certain countries [7]. Nvidia has voiced concerns that the AI GAIN Act could hinder innovation and negatively impact its competitiveness, particularly in relation to China’s growing AI capabilities [4]. A spokesperson stated the act could “inadvertently harm the very innovation it intends to foster” [4].

Jetson AGX Thor and robotics

Nvidia’s Jetson AGX Thor is designed for robotics, enabling real-time decision-making in robots, autonomous vehicles, and medical devices [3]. This edge computing supercomputer brings high-performance AI processing closer to the source, reducing reliance on cloud servers [3]. Taiwanese companies like Advantech, Innodisk, and Edom Technology are among Nvidia’s initial partners, highlighting Taiwan’s key role in AI and edge computing [3]. The roll out of the GB200 has increased power and cooling demands in data centers [3].

us ai infrastructure investment

The launch of the “Star Gate” project, a $500 billion AI infrastructure initiative in the U.S., presents substantial opportunities for Taiwan’s supply chain [3]. Companies like Foxconn and TECO Group, with their manufacturing and electrical expertise, are well-positioned to enter the U.S. AI infrastructure supply chain [3]. This development could further strengthen Taiwan’s influence in the global AI landscape, driving growth for related companies and investment opportunities [3].

H20 gpu and export restrictions

Nvidia’s H20 GPU, designed to comply with U.S. export restrictions for sales to China, has been a subject of speculation [1]. The AI GAIN Act could further restrict sales of GPUs like the H20 to countries outside the U.S., impacting the Chinese market [7]. Nvidia clarified that H20 shipments to China do not affect its ability to supply other products to U.S. customers, addressing concerns about potential supply constraints [1][7]. The H100 has a TPP of 16,000, the B300 60,000 [7].

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