Driven by surging AI workloads, NVIDIA’s upcoming Blackwell chips are witnessing strong global demand ahead of launch.
NVIDIA CEO Jensen Huang said the semiconductor giant is witnessing “very strong demand” for its state-of-the-art Blackwell chips, underscoring robust growth as global AI adoption accelerates. Speaking at an event hosted by Taiwan Semiconductor Manufacturing Co. (TSMC) in Hsinchu, Huang highlighted NVIDIA’s deepening partnership with the chipmaker, which supplies the advanced wafers used in Blackwell GPU production.
“NVIDIA builds the GPU, but we also build the CPU, networking, and switches — there are a lot of chips associated with Blackwell,” Huang said, adding that Nvidia’s success “would not be possible without TSMC.” TSMC CEO CC Wei confirmed Huang’s request for additional wafers but declined to reveal specific volumes.
Huang’s comments come as NVIDIA continues to dominate the AI semiconductor market, becoming the first company to hit a $5 trillion valuation in October. The CEO noted that while the company’s business is expanding rapidly, component shortages remain a challenge. “There will be shortages of different things,” he said, emphasizing that major memory suppliers SK Hynix, Samsung, and Micron are scaling capacity to meet surging demand.
Both SK Hynix and Samsung have recently announced plans to ramp up production of high-bandwidth memory (HBM) chips crucial for AI systems. Meanwhile, Huang reiterated that there are “no active discussions” about selling Blackwell chips to China, following U.S. restrictions on advanced AI hardware exports.
