NVIDIA's Blackwell Chips Sold Out Through 2027
Unprecedented demand for next-generation AI processors leads to multi-year backlog as tech giants scramble for allocation.
NVIDIA has announced that its next-generation Blackwell AI chips are completely sold out through 2027, highlighting the extraordinary demand for artificial intelligence computing power.
The company said it is expanding production capacity as quickly as possible but cannot keep pace with orders from major cloud providers, enterprises, and governments building AI infrastructure.
"We've never seen anything like this demand curve," said NVIDIA CEO Jensen Huang. "AI is being adopted faster than any technology in history, and compute is the bottleneck."
NVIDIA's stock rose 8% on the announcement, pushing its market capitalization further above Apple's. Analysts raised price targets, with some now projecting a $5 trillion valuation.
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