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NVIDIA Corporation CEO says ‘‘very strong demand’’ for Blackwell chips as TSMC nods wafer orders
NVIDIA reports very strong demand for Blackwell chips, flagging supply constraints in AI hardware.
NVIDIA CEO Jensen Huang told reporters in Hsinchu that the company is seeing “very strong demand” for its forthcoming Blackwell architecture chips, while partner Taiwan Semiconductor Manufacturing Company confirmed Huang has placed wafer orders though the total volume remains confidential.
The revelation underscores intensifying demand in AI and high-performance compute markets, and suggests TSMC’s advanced nodes will remain capacity-constrained. Investors may interpret the news as further validation of the current AI investment cycle but also a sign of supply-side pressure ahead.