NVIDIA's Blackwell GPU: Unprecedented Demand Reshapes AI Chip Market

The market has recently recognized the extraordinary demand for $NVIDIA Corp(NVDA)$ latest Blackwell GPU, with orders reaching 100,000 units—ten times that of its predecessor, Hopper. This surge in demand is reshaping the AI chip industry and signaling a new era in high-performance computing.

Key indicators of this trend include:

1. Foxconn's CEO describing Blackwell demand as "crazy," leading to the establishment of a new factory in Mexico to meet production needs.

2. $SUPER MICRO COMPUTER INC(SMCI)$ reporting quarterly GPU shipments exceeding 100,000 units, aligning with Blackwell's order numbers.

3. $Microsoft(MSFT)$ Azure becoming the first cloud service to run Blackwell GB200 systems, positioning itself at the forefront of AI cloud computing.

4. $Taiwan Semiconductor Manufacturing(TSM)$ leveraging computational lithography ("cuLitho") to accelerate production and overcome manufacturing limitations.

5. NVIDIA's CEO, Jensen Huang, confirming strong demand and on-track production for Blackwell.

This unprecedented demand for Blackwell GPUs indicates a significant shift in the AI and high-performance computing landscape. It highlights NVIDIA's continued dominance in the GPU market and suggests a broader acceleration in AI adoption across various industries.

Nvidia Rebound: Still a Long Term Bet?

Nvidia drop 2% despite exceeding expectations for the third quarter and providing strong guidance. Nvidia posted 81 cents in adjusted earnings per share and $35.08 billion in revenue. Analysts surveyed by LSEG were expecting 75 cents in earnings per share and $33.16 billion in revenue. ----------------- What's your target price for Nvidia? Head to $130 or $140 this week?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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AuntieAaA
10-09
AuntieAaA
GOOD

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Analysts surveyed by LSEG were expecting 75 cents in earnings per share and $33.16 billion in revenue.\n-----------------\nWhat's your target price for Nvidia?\nHead to $130 or $140 this week?","image":"https://community-static.tradeup.com/news/244ac94e60e8daa892252cac8f86d331"}],"images":[{"img":"https://community-static.tradeup.com/news/3568ed2c360b4055492a9d5176afa37e","width":"1764","height":"1234"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/3568ed2c360b4055492a9d5176afa37e","width":"1764","height":"1234"}],"title":"NVIDIA's Blackwell GPU: Unprecedented Demand Reshapes AI Chip Market","html":"<html><head></head><body><p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/3568ed2c360b4055492a9d5176afa37e\" tg-width=\"1764\" tg-height=\"1234\"><span></span></p>\n<p>The market has recently recognized the extraordinary demand for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;&nbsp;latest Blackwell GPU, with orders reaching 100,000 units—ten times that of its predecessor, Hopper. This surge in demand is reshaping the AI chip industry and signaling a new era in high-performance computing.</p>\n<p>Key indicators of this trend include:</p>\n<p>1. Foxconn's CEO describing Blackwell demand as \"crazy,\" leading to the establishment of a new factory in Mexico to meet production needs.</p>\n<p>2.&nbsp;<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>&nbsp; reporting quarterly GPU shipments exceeding 100,000 units, aligning with Blackwell's order numbers.</p>\n<p>3.&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>&nbsp;Azure becoming the first cloud service to run Blackwell GB200 systems, positioning itself at the forefront of AI cloud computing.</p>\n<p>4.&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a>&nbsp;leveraging computational lithography (\"cuLitho\") to accelerate production and overcome manufacturing limitations.</p>\n<p>5. NVIDIA's CEO, Jensen Huang, confirming strong demand and on-track production for Blackwell.</p>\n<p>This unprecedented demand for Blackwell GPUs indicates a significant shift in the AI and high-performance computing landscape. It highlights NVIDIA's continued dominance in the GPU market and suggests a broader acceleration in AI adoption across various industries.</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://community-static.tradeup.com/news/3568ed2c360b4055492a9d5176afa37e\" tg-width=\"1764\" tg-height=\"1234\"><span></span></p>\n<p>The market has recently recognized the extraordinary demand for <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;&nbsp;latest Blackwell GPU, with orders reaching 100,000 units—ten times that of its predecessor, Hopper. 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Foxconn's CEO describing Blackwell demand as \"crazy,\" leading to the establishment of a new factory in Mexico to meet production needs. 2. $SUPER MICRO COMPUTER INC(SMCI)$ reporting quarterly GPU shipments exceeding 100,000 units, aligning with Blackwell's order numbers. 3. $Microsoft(MSFT)$ Azure becoming the first cloud service to run Blackwell GB200 systems, positioning itself at the forefront of AI cloud computing. 4. $Taiwan Semiconductor Manufacturing(TSM)$ leveraging computational lithography (\"cuLitho\") to accelerate production and overcome manufacturing limitations. 5. NVIDIA's CEO, Jensen Huang, confirming strong demand and on-track production for Blackwell. This unprecedented demand for Blackwell GPUs indicates a significant shift in the AI and high-performance computing landscape. 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