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The Right Coast
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Nvidia CEO: Demand for Blackwell AI chip is ‘insane’

By Thomas A. Smith

Nvidia CEO Jensen Huang said in an interview with CNBC s Closing Bell Overtime that demand for the company s next-generation artificial intelligence chip Blackwell is insane.

Everybody wants to have the most and everybody wants to be first, Huang said during the interview, which aired on Wednesday. Shares of Nvidia were up about 3% on Thursday morning.

Blackwell, expected to cost between $30,000 and $40,000 per unit, is in hot demand from companies like OpenAI, Microsoft, Meta and other firms building AI data centers to power products like ChatGPT and Copilot.

via www.cnbc.com

I still believe in Nvidia and I’m a Huang fan boy. So sue me. Everything could fall apart and we could all end up nursing our radiation poisoning until we die miserably, but somewhat more likely I hope is prospering in the future AI, well, not utopia but pretty-good-topia. If it’s the latter, I bet Nvidia will have provided a lot of the chips.