In May, Nvidia CEO Jensen Huang said: “The next industrial revolution has begunand AI will lead to “significant productivity improvements.” It looks like he’s right – industry demand for Nvidia’s next-generation AI chip, Blackwell, is skyrocketing.
“Blackwell is in full production, Blackwell is running as planned and demand for Blackwell is insane,” Huang said said CNBC on Thursday. “Everyone wants to have the most and everyone wants to be first.”
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Nvidia Blackwell announced first in March and said it was the world’s strongest AI chip with advanced safety features, higher performance and more memory. The biggest names in AI, including OpenAI, Microsoft, Meta, Amazon and Google, will use Blackwell to power their AI efforts.
Jensen Huang, CEO of Nvidia, shows off the brand new Blackwell GPU chip (left) and the Hopper GPU chip (right) in March 2024. Photographer: David Paul Morris/Bloomberg via Getty Images
“There is nothing better than NVIDIA hardware for AI right now,” Tesla and xAI CEO Elon Musk said on the time.
Since the initial announcement, Blackwell has achieved success some problems in productionwhich results in delays. Colette Kress, Nvidia’s CFO, said in late August that the corporate had fixed the issue and was expecting shipments.several billion dollars“Value of the chip within the fourth quarter of 2024.
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The chip costs between $30,000 and $40,000 And cost $10 billion to develop.
Huang said Nvidia has significantly updated its platform with Blackwell and intends to proceed updating it. Nvidia has increased performance two to 3 times in comparison with its predecessor 2022 Hopper Chip to its Blackwell chip, which, in keeping with Huang, increases sales for Nvidia’s customers two to 3 times.
“What we are seeing now is the beginning of the next wave of AI, the biggest wave of AI,” Huang told CNBC. “This is really about companies around the world using AI to be more productive as their digital employees, AI agents and co-pilots, and however people describe it, and AI, generative AI, too to revolutionize the way they make their products.” the products they make.”
Huang said last month that strong demand for Nvidia’s technology and software keeps him sleeping at night. On Wednesday, Nvidia partnered with Accenture Train 30,000 Accenture employees on Nvidia’s technology.
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