Artificial Intelligence, AI Chip Leader Nvidia's latest AI chip 'Blackwell' has been sold out for a year, according to reports.
U.S. IT media "Toms Hardware" quoted Morgan Stanley analysts as saying that the supply of Nvidia's "Blackwell" over the next 12 months has sold out.
Blackwell is Nvidia's latest AI chip connecting H100 and H200 and is set to be mass-produced in the fourth quarter.
Morgan Stanley analysts recently met with Nvidia executives, including CEO Jensen Huang, who reportedly commented on the Blackwell supply.
CEO Jensen Huang appeared on CNBC on the 2nd and said, "The demand for Blackwell is huge," saying that Blackwell production is going as planned.
Nvidia's traditional customers, Amazon Web Services and Google, Meta and Microsoft, have reportedly pre-ordered all Blackwells that Nvidia can produce through TSMC over the next year.
Nvidia is expected to expand its AI chip market share next year with Blackwell, with Nvidia currently holding 80% of the market share.
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