Nvidia responds to 'supply constraint' rumors

Supply Chain & Production - Nvidia refutes rumors of H100 and H200 chip supply constraints, stating they have sufficient inventory to meet all orders without delays [1][2] - Production of H20 chips for the Chinese market will not reduce the supply of H100 chips, allowing Nvidia to satisfy both markets [3] Market Perception & Stock Performance - Nvidia addresses media "chatter" regarding supply issues, possibly to counter negative impacts on stock performance [4][5] - The broader chip sector is experiencing weakness, potentially due to concerns about peak capital expenditure (capex) for AI [5] - Rotation out of chip stocks has been observed in the past two weeks [6] - Headlines from China suggest reduced interest in purchasing Nvidia chips, potentially affecting market sentiment [7] Future Outlook - Upcoming tech conferences may serve as major catalysts for Nvidia's stock [5]