Nvidia's supply for the next 12 months is sold out as demand for Blackwell GPUs from companies like AWS, Google, and Microsoft surges, signaling robust growth in AI processor market.
Morgan Stanley Analyst Joe Moore observed that traditional customers are driving overwhelming demand; every Blackwell GPU Nvidia and TSMC can produce has been purchased, indicating Nvidia's strong market position.
The introduction of Blackwell GPUs in March positions Nvidia to unlock breakthroughs in various fields such as data processing and generative AI, catering to the needs of large-scale AI deployments.
Analysts believe Nvidia is set to gain more market share, particularly in 2025, as major tech companies ramp up their use of Nvidia's custom silicon solutions.
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