Nvidia Blackwell Has 1 Year of Waitlist Due to Huge Demand From Cloud Providers and Enterprise Customers

Posted on Edited on

Quick Report

In a shocking news regarding Nvidia’s Blackwell GPU B100, B200 and GB200 are sold out for the next 12 months. This is due to the huge demand from cloud providers and enterprise customers. This news was confirmed by an analyst named Joe Moore working at Morgan Stanley in a meeting with NVIDIA and its investors. Nvidia executives also confirmed the news and they are still getting orders from Google, Meta, Microsoft, Oracle, AWS and others in excess quantities of 100,000 to drive their AI cluster deployments.

The news states earlier generation called Hopper was ordered in 10’s of thousands by Google, Meta, Microsoft, Oracle, AWS and others while Blackwell continues to break records both in market share and AI gen-on-gen improvements.
Nvidia is very pleased with this news and they are working hard to meet the demand working with TSMC to satisfy the demands ASAP.

Source(s)

  • TPU