Nvidia CEO Jensen Huang has confirmed that the supply of their new Blackwell chips will be ample. Huang says that production is accelerating to meet the increasing demand, following initial production challenges.
Production Adjustments and Yield Improvements
The early production issues with the Blackwell chips were addressed through adjustments to the GPU mask at TSMC, utilizing the 4NP process node. Huang emphasized that these modifications are set to enhance production yields in the upcoming quarter, avoiding the need for major architectural changes.
Speaking to Bloomberg, Huang pointed out that samples of the Blackwell chips have already been sent to various parts of the world. The move targets the high demand for these chips and aims to prevent supply shortages. Nvidia's strategic planning focuses on maintaining a steady supply to meet global needs.
Financial Outlook and Market Impact
During Nvidia's Q2 FY2025 earnings call, the company dismissed rumors of delays and confirmed that they aim to ship billions of dollars worth of Blackwell units in the fourth quarter. The production scale-up is expected to persist into FY2026. Nvidia also announced that its HGX H200 AI systems are now generally available via multiple OEM partners.
Nvidia recorded its highest gaming revenue in Q2 FY2025, driven by increased sales of the GeForce RTX 40 series GPUs and game console SOCs. The success highlights the company's strong market position and growth trajectory in the gaming sector.
Huang's assertion reflects Nvidia's solid strategy for overcoming manufacturing hurdles. With the production ramp-up, Nvidia anticipates a successful year ahead, supported by the dependable supply of Blackwell chips. Revealed at Nvidia's GTC conference in March, the Blackwell B200 GPU contains 208 billion transistors and is capable of delivering up to 20 petaflops of performance using 4-bit floating point (4FP) processing.
