NVIDIA CEO: Blackwell is in full production, as planned, and demand for Blackwell is 'insane'

NVIDIA CEO Jensen Huang spoke with CNBC earlier today, commenting on its Blackwell AI GPUs and that they're in full production as planned, and that the "demand is insane, everyone wants to be first, everyone wants to have the most".

Jensen told CNBC: "the thing that we have done with Blackwell, and what we have announced, this new AI infrastructure generation every single year, and so we're going to update our platform every single year and the reason foe that is if we can increase the performance as we've done with Hopper to Blackwell by 2-3x each year we're effectively increasing the revenues or the throughput of our customers on these infrastructures by a couple (2-3x) each year, decrease, or how you can think about it decreasing cost every 2 or 3 years".

Jensen continued: "reducing energy efficiency every single year, and so at a time when the technology is moving so fast, it gives us an opportunity to triple down and to really drive the innovation cycle, so that we can increase capabilities, increase our throughput, decrease our cost, decrease our energy consumption, and so we're on a path to do that, and everything's on track".

• Read more: NVIDIA GB200 NVL72 AI server: 'highest-power-consuming server in HISTORY' @ 132kW TDP
• Read more: NVIDIA 'halting developing' of GB200 NVL36x2 AI servers

2

• Read more: Taiwan preps for GB200 NVL36 AI servers in September, NVL72 in October
• Read more: NVIDIA hits major roadblocks with Blackwell AI GPU: revised B200A coming
• Read more: NVIDIA's new Blackwell AI GPUs have 'major issues' which requires redesign
• Read more: NVIDIA's next-gen Blackwell AI GPUs delayed, 'design flaws' are to blame
• Read more: NVIDIA to make $210B revenue from Blackwell GB200 AI servers in 2025 alone
• Read more: NVIDIA places new orders with TSMC for more GB200, B100, B200 AI chips
• Read more: Foxconn is the sole supplier of NVLink switches for next-gen GB200 AI servers
• Read more: NVIDIA GB200 AI servers led by Foxconn with 40% and Quanta with 30%
• Read more: NVIDIA's next-gen GB200 AI servers to ship in 'small quantities' in Q4 2024
• Read more: NVIDIA's new GB200 Superchip costs up to $70,000: full B200 NVL72 AI costs $3M