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.
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- AuntieAaA·10-09GOODLikeReport