The tech world is abuzz with excitement as Nvidia’s revolutionary AI chip, codenamed Blackwell, enters mass production. According to CEO Jensen Huang, demand for the cutting-edge platform is nothing short of “frenzied,” with every major player clamoring to get their hands on the coveted technology. “It’s a feeding frenzy out there,” Huang exclaimed in a recent CNBC appearance, “with everyone vying to be the first to harness Blackwell’s incredible capabilities.”
As a result, Nvidia’s stock has seen a remarkable surge, climbing an impressive 152% so far this year. The chipmaker’s shares jumped nearly 3% in midday trading on Thursday, following Huang’s enthusiastic update on the company’s progress.
During Nvidia’s second-quarter earnings call in August, Huang revealed that samples of Blackwell had been shipped to customers, with full-scale production slated to ramp up in the fourth quarter of fiscal year 2026. To optimize production yields, the company made a strategic tweak to the chip’s GPU mask, ensuring seamless functionality without compromising performance.
Despite earlier rumors of design flaws and potential delays, Nvidia remains confident in its ability to meet the overwhelming demand for Blackwell. In fact, the company expects to generate “several billion dollars in revenue” from Blackwell sales in the fourth quarter alone. The Hopper chip, another key player in Nvidia’s lineup, is also seeing strong demand, with shipments expected to increase in the second half of the fiscal year.
Huang attributes the intense interest in Blackwell to its game-changing potential, saying that customers are becoming “emotional” and “tense” in their pursuit of the technology. “In this era of rapid innovation, we’re seizing the opportunity to push the boundaries of what’s possible,” Huang emphasized, “driving down costs, energy consumption, and increasing capabilities across the board.” With production humming along smoothly, Nvidia is poised to revolutionize the AI landscape and cement its position at the forefront of the tech industry.
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