Blackwell accelerators for AI are already sold out for the next 12 months

NVIDIA CEO Jensen Huang recently commented in a meeting with investors that the company’s new Blackwell GPUs are already sold out for the next 12 months. The executive refers to professional versions to accelerate AI on servers and data centers of the components.

In other words, giant NVIDIA customers, such as Amazon, Google, Microsoft and Meta, have already ordered enough units of Blackwell GPUs to exhaust the entire production that TSMC will manufacture over the next year. Therefore, market analysts predict that NVIDIA should expand its already huge share of the AI ​​market.

“Our outlook is that NVIDIA will likely gain more space in AI processors in 2025, as the largest users of custom silicon are seeing steep growth with NVIDIA solutions in the coming year.” The statement comes from Joe Moore, analyst at Morgan Stanley.

Data shows that AI popularity is not likely to cool off anytime soon. Furthermore, they also reveal that the Blackwell generation continues to be the most attractive for big techs, even with NVIDIA’s rivals trying to chase more space in the market. Recently, for example, AMD revealed its new Instinct MI300X cards, with great optimism for its sales numbers.

Setbacks don’t impact hype for Blackwell

The next generation of NVIDIA GPUs has had to face major obstacles in its production, according to rumors. From issues with missing components to even design flaws, we’ve had a fair share of leaks pointing to bumps in the development of Blackwell accelerators.

More about Blackwell:

However, it is clear that none of this was enough to dampen excitement about the next generation of GPUs from the largest AI company in the world. NVIDIA guarantees that there will be no delays in delivering its B100 and B200 chips, and the number of orders for the platform confirms that its customers believe in this – or that they don’t mind waiting, if necessary.

Source: TechSpot