CNBC’s Kristina Partsinevelos joins ‘Halftime Report’ with the latest from Nvidia debunking rumors that they are experiencing 'supply constraints.'

Nvidia has responded to recent media speculation about potential supply constraints for its H100 and H200 chips, stating that these rumors are unfounded. The company clarified that it has more than enough inventory to fulfill all orders without delay and that its cloud partners can rent these chips as needed.

Nvidia also addressed concerns that production of H20 chips for China might impact the availability of other chips, confirming that it can satisfy demand in both markets. The company issued this statement to counter what it called 'erroneous chatter' in the media and to reassure the market that supply is not an issue.

Nvidia responds to 'supply constraint' rumors

We'll go to Christina Partzanowicz now, a news alert regarding NVIDIA, which seems to be responding to some rumors about supply constraints. Yeah, which I was a little confused about. I even texted saying, are you front running something? Because I hadn't seen as many rumors. But they're saying we've seen some erroneous chatter in the media about being supply constrained about the H100 and H200 chips. They are saying that is false. They are not supply constrained. We have more than enough H100, H200 chips to satisfy every order without delay. So they are also saying that all of their cloud partners can rent these chips, but that doesn't mean they're unable to fulfill said orders. So they're just trying to let the market know that supply is not an issue. Even with the H20s, these are the chips headed to China. They said that, you know, even with the production of H20s, that's not reducing any of their supply for the H100. So it's not impacting and they can satisfy both markets should the need be there. So they're just putting this out there because they're trying to get ahead of some rumors about them being sold out of supply, which is not true. I wonder if in any way they thought that maybe what they call chatter. These are the words that they're using from their, you know, the NVIDIA newsroom that they've posted on social media. They use the word chatter. They use the word rumor. Yeah, erroneous chatter in the media. Are they are they coming out and refuting that because they think maybe that those rumors and the chatter is in part why the stock is traded weak of late? And then again today, the stock, I think that's just a greater move with the chips in general. And you saw, you know, some, you know, Marvell numbers last week that disappointed Dell. And although I servers are doing well, I guess it's the narrative of, you know, the CapEx peak for AI is really weighing on it. For NVIDIA, the next major movers could be these these tech conferences in the next week or so. But it was a kind of a situation where so many people got into this name before earnings. They got the earnings. It wasn't the blowout quarter that we'd seen in the past. And so now they're getting out. And we've seen this rotation out of chips in general just over the last two weeks. So I'm not necessarily sure it's company specific, but you constantly get these headlines coming from China and elsewhere that they're not looking to buy NVIDIA chips. So perhaps that's weighing on it as well. Yeah. I just don't often see companies really give any credit or anything towards rumors or even respond to it. That's why I'll come back to you. I'll try to find a little bit more on this. All right, Christina. Thanks, as always. Christina parts of Nevelus.

The U.S. military struck a drug-carrying boat hailing from Venezuela, Secretary of State Marco Rubio said, as tensions spike between the Trump administration and the Venezuelan government. Charlie D'Agata has more.

Caracas

U.S. military strikes drug-carrying boat from Venezuela, Rubio says

The House Oversight Committee on Tuesday released over 33,000 pages of documents related to sex offender Jeffrey Epstein.

Washington

33,000 pages of Jeffrey Epstein documents released by House panel

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Brussels

Middle East Conflict

Belgium to recognize Palestine at the UN General Assembly

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Kunar

At least 1,400 killed in powerful Afghanistan earthquake

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Tianjin

Russia, China, India tout renewed co-operation

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Plovdiv

Von der Leyen's plane affected by alleged Russian GPS jamming

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Jerusalem

Israel committing genocide in Gaza, scholars' association says

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China's Xi, Russia's Putin share vision for new global order

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Kabul

Powerful earthquake in Afghanistan kills hundreds, destroys villages

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Sana'a

Houthis raid UN offices in Yemen, detain 11 employees

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Global Tariffs

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Tel Aviv-Yafo

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Chicago

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Hershey

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Barcelona

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Beijing

Modi meets with Xi, vows to improve China ties

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Punjab

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Zaporizhzhia

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Minneapolis

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New York

U.S bars Palestinian leadership from attending UN

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Breakdown