Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed

Nvidia sees strong demand for Blackwell as TSMC confirms wafer orders.

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  7. Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed
bullish
1 day ago

Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed

Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed
Nvidia CEO Jensen Huang said demand for Blackwell architecture chips remains extremely strong, speaking in Hsinchu after a TSMC plant tour. TSMC confirmed that Nvidia has placed wafer orders though details remain undisclosed. 
The commentary reinforces the current AI hardware supercycle and may reflect upside risk to capex forecasts globally. 
Analysts say allocation constraints, lead times and pricing power will remain structural drivers in AI semiconductor economics into 2026. Supply chain focus shifts to high-performance inference clusters.
Related:
Nvidia unveils first U.S.-made 'Blackwell' AI chip wafer via TSMC in Arizona
Reuters• By Sneha Pathak
Explore:Mutual Fund Themes
bullish
1 day ago

Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed

Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed
Nvidia CEO Jensen Huang said demand for Blackwell architecture chips remains extremely strong, speaking in Hsinchu after a TSMC plant tour. TSMC confirmed that Nvidia has placed wafer orders though details remain undisclosed. 
The commentary reinforces the current AI hardware supercycle and may reflect upside risk to capex forecasts globally. 
Analysts say allocation constraints, lead times and pricing power will remain structural drivers in AI semiconductor economics into 2026. Supply chain focus shifts to high-performance inference clusters.
Related:
Nvidia unveils first U.S.-made 'Blackwell' AI chip wafer via TSMC in Arizona
Reuters• By Sneha Pathak
Explore:Mutual Fund Themes
bullish

Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed

1 day ago
1 min read
75 words
Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed

Nvidia sees strong demand for Blackwell as TSMC confirms wafer orders.

Nvidia CEO Jensen Huang said demand for Blackwell architecture chips remains extremely strong, speaking in Hsinchu after a TSMC plant tour. TSMC confirmed that Nvidia has placed wafer orders though details remain undisclosed. 
The commentary reinforces the current AI hardware supercycle and may reflect upside risk to capex forecasts globally. 
Analysts say allocation constraints, lead times and pricing power will remain structural drivers in AI semiconductor economics into 2026. Supply chain focus shifts to high-performance inference clusters.
Nvidia CEO confirms strong demand for Blackwell chips, TSMC says orders placed
Nvidia CEO Jensen Huang said demand for Blackwell architecture chips remains extremely strong, speaking in Hsinchu after a TSMC plant tour. TSMC confirmed that Nvidia has placed wafer orders though details remain undisclosed. 
The commentary reinforces the current AI hardware supercycle and may reflect upside risk to capex forecasts globally. 
Analysts say allocation constraints, lead times and pricing power will remain structural drivers in AI semiconductor economics into 2026. Supply chain focus shifts to high-performance inference clusters.
Tags:
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Related:
Nvidia unveils first U.S.-made 'Blackwell' AI chip wafer via TSMC in Arizona
Source: Reuters
By Sneha PathakExplore:Mutual Fund Themes
Nov 8, 2025 • 13:56 IST

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