Huang assured analysts that demand for Blackwell would continue to surpass supply, dispelling fears about slowdowns in AI developments. He stated, "We’re really in great shape for the ramp-up of Blackwell, and we’re confident in our production capabilities." This confidence, he added, reflects the ongoing drought of supply despite escalating demand.
Despite earlier production issues reported, Huang characterized Blackwell's rollout as being in 'full steam.' He remarked, "Blackwell will indeed pave the way for AI data center performance like never before, and we expect significant revenue from this in the upcoming quarters." This optimistic outlook further illustrates Nvidia’s commitment to driving AI innovation.
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