NVIDIA Sold Out All Blackwell Products for 12 Months Ahead, Demand Breaks Records
NVIDIA is facing unprecedented demand for its products based on the architecture. Blackwell, which is expected to be the most successful in the company's history. Since the architecture was announced, it has attracted the attention of giants such as Microsoft, Meta, Oracle и OpenAIBlackwell's stock is completely sold out for the next 12 months, according to Morgan Stanley analysts.
This huge demand is creating a supply shortage, creating difficulties for customers who did not have time to pre-order. Any new orders will now be fulfilled only by the end of 2025.
NVIDIA is strengthening its position in the AI segment, including markets, analysts say inferences — a direction that was previously considered to be dominated by Intel. However, NVIDIA is now becoming a key player in this market, which is confirmed by the company's recent financial results and expert reviews.
Blackwell products are expected to help NVIDIA cement its leadership in AI, not only through computing power, but also through market-changing innovations.