It was revealed that each one quantities of NVIDIA’s latest artificial intelligence (AI) chip ‘Blackwell’ to be produced over the following 12 months have been reserved. Through this, the market share is predicted to extend further next yr.
Citing analysts at Morgan Stanley, Tom’s Hardware reported on the eleventh (local time) that NVIDIA is preparing to launch the Blackwell GPU family, and that the production increase trend appears to be quite strong.
In accordance with this, Morgan Stanley analyst Joseph Moore said in a note to customers after meeting with Nvidia executives, including CEO Jensen Huang, that “there look like no major changes to the product roadmap, showing that the business is solid and has high future visibility.”
He added, “Nvidia is prone to further increase its share of AI processors in 2025,” adding, “All the data we heard this week supports this.”
In other words, even if you happen to order a Blackwell GPU today, you is not going to receive the product until the tip of October next yr. That is the second time this has happened, following the ‘Hopper’ GPU being sold out a number of quarters ago.
Blackwell needed redesign attributable to poor packaging yield issues, and its release was delayed by a month. Nonetheless, it didn’t affect the surge in demand. CEO Hwang also said in a CNBC interview on the third, “The demand for Blackwell is crazy,” and “Everyone wants it probably the most and the fastest.”
This huge demand suggests that Nvidia will have the opportunity to extend its market share next yr despite fierce pursuit from AMD, Intel, cloud service firms producing their very own chips, and plenty of startups.
Accordingly, whether sufficient memory will be supplied to Blackwell has emerged as a priority. Currently, SK Hynix and Micron are supplying HBM3E memory. Specifically, it’s important whether Samsung Electronics, which is currently conducting qualification tests, can supply memory.
In response, analyst Moore said, “We’re very confident that NVIDIA can select Samsung Electronics as a 3rd supplier,” and added, “There are not any concerns about HBM3E supply.”
“Now we have high confidence in our forecast that Blackwell will generate billions of dollars in sales in its first quarter of launch,” he concluded.
Reporter Lim Da-jun ydj@aitimes.com
