Nvidia Blackwell GPUs sold out for the next 12 months as AI market boom continues
Nvidia Blackwell GPUs are sold out for a year, driven by AI demand.
Nvidia's latest Blackwell GPUs are in unprecedented demand, leading to a 12-month backlog that includes tech giants such as AWS, CoreWeave, Google, Meta, Microsoft, and Oracle. This intense demand showcases Nvidia's dominance in the AI processor market, with expectations to increase its share even further in 2025.
The Blackwell GPU platform, unveiled in March, features the B200 GPU and GB200 Grace super chip, which significantly enhance efficiency for AI workloads. Initial production challenges, including low yields and packaging issues, are being addressed to ramp up production by the end of 2024.
Critical to Blackwell’s production are TSMC's CoWoS-L technology and HBM3E memory supply, both of which face capacity constraints and qualification hurdles. However, Nvidia remains optimistic, projecting several billion dollars in shipments of Blackwell GPUs in the last quarter of the year.