NVIDIA says that its next-generation Blackwell chips are already sold out for the next 12 months, highlighting the immense demand for their GPUs even before the official launch. Jensen Huang, NVIDIA's CEO, confirmed this during a series of meetings with investors hosted by Morgan Stanley, underscoring NVIDIA's strong foothold in the data center AI space.
The overwhelming demand for Blackwell shows just how eager customers are to secure NVIDIA's cutting-edge AI technology, which will begin shipping in significant quantities next year
This development comes on the heels of AMD's recent launch of the Instinct MI325X, which is intended to rival NVIDIA's Blackwell GPUs. However, NVIDIA's announcement serves as a stark reminder of the competitive gap that still exists. While AMD's MI325X boasts impressive capabilities, including enhanced memory and performance improvements, NVIDIA's entrenched market position and the current sellout status of Blackwell illustrate the challenges AMD faces in gaining significant market share.
With NVIDIA's chips already sold out for the next 12 months, AMD has an opportunity to attract buyers who are unable to secure NVIDIA hardware. Companies that need AI acceleration but cannot afford to wait could turn to AMD's MI325X and upcoming MI350 as viable alternatives, especially as AMD continues to enhance its ecosystem and build strong partnerships. The AI hardware race is far from over, but for now, NVIDIA continues to set the pace, with AMD striving to catch up.