“The demand for Blackwell is insane.”
Jensen Huang · Founder & CEO · NVIDIA
“Blackwell is in full production, Blackwell is as planned, and the demand for Blackwell is insane.”
A read on the present
Blackwell was in full production on schedule with extraordinary demand, despite delay fears.
Production scaled and demand held: Nvidia guided Q1 FY2026 to ~$43B and delivered $44.1B (data center $39.1B, +73% y/y) even after a $4.5B China-related charge.
See what happenedNear-term demand calls from Nvidia move the entire AI trade.
Show the receipts.
- QuotedSupportsOct 2, 2024
Jensen Huang · NVIDIA · Interview
“Blackwell is in full production, Blackwell is as planned, and the demand for Blackwell is insane.”
- PatternSupports3d ago
What happened since · Filing
“Production scaled and demand held: Nvidia guided Q1 FY2026 to ~$43B and delivered $44.1B (data center $39.1B, +73% y/y) even after a $4.5B China-related charge.”
A direct rebuttal to the prevailing delay narrative that the results then validated — reinforcing Huang's credibility on near-term demand.
Near-term demand calls from Nvidia move the entire AI trade.
The next proof point.
On the record
Graded against sourced outcomes — watch for reversals.
Next Nvidia earnings
Whether supply-short language and data-center growth hold.
Hyperscaler capex guides
Whether 2026–2027 budgets keep compounding.
Commit a view. The record will remember whether you were early — or wrong. Both are worth knowing.
Keep the receipts on this one. Save it, track the topic, and follow the arcs it belongs to — then come back when the next proof point lands.
- The AI Capex SupercycleAccelerating
Follow the thread.
The AI “tipping point” call
Jensen Huang · Feb 21, 2024
“$1 trillion of data centers”
Jensen Huang · Aug 28, 2024
“The export control was a failure”
Jensen Huang · May 22, 2025