The release of Nvidia’s Blackwell GPUs for artificial intelligence and HPC was delayed due to design flaws; But it doesn’t seem to have affected the demand for the processor in question.
Morgan Stanley analysts based on meetings with Nvidia leaders, incl Jensen Huang, They were saying that all Blackwell GPUs for the next 12 months are sold out. The order status of the discussed processors is similar to the order status of Hopper processors a few months ago. Finally, Nvidia is already expected to gain a large share of the market next year.
Nvidia’s traditional customers, including Corvivo, AWS, Google, Meta, Microsoft and Oracle, have pre-ordered all Blackwell GPUs to be manufactured by Nvidia or its partner TSMC in the next three months; This means that new customers who order Blackwell processors today will be able to receive them late next year (2025).
Such huge demand suggests that Nvidia is likely to gain a large share of the market next year despite fierce competition from AMD, Intel, cloud service providers and other large and small companies.
Joseph Moore“We continue to believe that Nvidia is likely to capture a large share of AI processors in 2025,” Morgan Stanley analyst said.
Now that Nvidia has solved the design problems of the B100 and B200 GPUs, the company can produce Blackwell GPUs as well as TSMC. Both the B100 and B200 GPUs use TSMC’s CoWoS-L package; It remains to be seen whether the world’s largest contract chip maker, TSMC, has sufficient CoWoS-L capacity.
To recall, CoWoS is an innovative packaging method that involves placing multiple microchips on a single wafer; Regarding the importance of CoWoS technology, factors such as optimal use of space and efficiency, improved processor performance, reduced power consumption, and cost-effectiveness can be mentioned.
Ultimately, as demand for AI GPUs continues to rise, it remains to be seen whether memory manufacturers can produce enough HBM3E memory for high-end GPUs like Blackwell. Especially since Nvidia didn’t approve Samsung’s HBM3E memory for Blackwell GPUs. This issue is another factor affecting the supply of Blackwell Nvidia processors.
