The chip market was buzzing this week, and Nvidia was the central focus. During an event in Taiwan, Jensen Huang, Nvidia’s CEO, revealed that the company is facing high demand for its Blackwell series chips, considered among the best created for artificial intelligence. Furthermore, orders for wafers, essential components for semiconductor manufacturing, also reached record sales, driven by Nvidia’s partnership with the company TSMC.
Nvidia has just launched the new star of the AI market.
With the Blackwell chips, Nvidia is making its most ambitious bet to date. These chips were designed to better meet market demand for AI models that are increasingly larger and capable of processing large amounts of data, but with even greater speed and efficiency.
CEO Huang explained that the company’s goal is not only to manufacture graphics processing units (GPUs), but also to develop these CPUs, networks, and switching systems so that they work together within the Blackwell platform. This total integration emerges as a competitive advantage for Nvidia as a brand, since it combines power and compatibility.
CEO Huang explained that the company’s goal is not only to manufacture graphics processing units (GPUs), but also to develop these CPUs, networks, and switching systems so that they work together within the Blackwell platform. This total integration emerges as a competitive advantage for Nvidia as a brand, since it combines power and compatibility.
What partnerships have driven Blackwell’s growth?
C.C. Wei, CEO of the Taiwanese manufacturer, confirmed that Nvidia’s CEO “asked for more wafers,” but without revealing numbers. This increase in orders was enough to demonstrate how much demand has skyrocketed, as well as the importance of the collaboration between the two companies.
TSMC uses advanced technologies to produce Nvidia chips, which require high precision and cutting-edge production capacity. Nvidia’s CEO emphasized that the company’s success would not be possible without TSMC, further reinforcing this link between innovation and large-scale manufacturing.
One of Nvidia’s other major suppliers is the South Korean company SK Hynix. The company is also racing to meet Nvidia’s demand, and has therefore announced that its entire chip production for 2026 is already sold out. Another company mentioned is Samsung, which is in negotiations to supply its new generation of HBM4 memory, essential for the performance of AI chips.
How is the global race for processing power unfolding?
This surge in demand for AI chips reflects a scenario that experts have called the “artificial intelligence supercycle.” In this scenario, technology companies, universities, and governments are investing heavily in the development of more advanced models, prompting manufacturers to scramble to expand production.
All this progress by the company shows how interdependent and globalized the AI ecosystem has become. Furthermore, Nvidia also benefits from the increase in its stock value, which was already high and has now risen by 40%. Analysts estimate that there is still potential for appreciation of more than 25%, driven by the company’s dominance in this segment.
What can we expect for the future of this scenario?
Nvidia’s current scenario is very positive, as the company has experienced and received good feedback on this new phase of the company, which it itself helped to create. There is no doubt that the explosion of AI has transformed its chips into essential pieces for global technological advancement.
With this new project, innovation, partnerships, and a clear vision for the future have allowed Nvidia to set the pace for the entire industry. Demand is growing, and wafer orders are breaking sales records, reinforcing Nvidia’s position as a symbol of the new digital world. Nvidia continues to lead an AI technological race that is only just beginning.