Nvidia's Blackwell GPUs are sold out for the next 12 months
Nvidia's Blackwell GPUs are sold out for the next year due to high demand from major clients. Analysts predict increased market share in AI hardware by 2025, despite memory supply concerns.
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Nvidia's Blackwell GPUs, designed for AI and high-performance computing (HPC), are sold out for the next 12 months due to overwhelming demand, despite a recent packaging redesign that caused delays. Analysts from Morgan Stanley reported that Nvidia's leadership confirmed all available units have been pre-ordered by major clients, including AWS, Google, and Microsoft. This situation mirrors previous supply constraints seen with Nvidia's Hopper GPUs. As a result, Nvidia is expected to increase its market share in AI hardware by 2025, even amid rising competition from AMD, Intel, and other cloud service providers. The resolution of packaging issues for the B100 and B200 GPUs allows Nvidia to produce as many Blackwell GPUs as TSMC can manufacture, although concerns remain about the availability of HBM3E memory, which Nvidia has yet to qualify from Samsung. The demand for AI GPUs continues to surge, raising questions about the supply chain's ability to keep pace.
- Nvidia's Blackwell GPUs are sold out for the next year.
- Major clients have pre-ordered all available units, indicating strong demand.
- Analysts predict Nvidia will gain market share in AI hardware by 2025.
- Packaging issues have been resolved, allowing for increased production.
- Concerns remain about the supply of necessary memory components.
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