NVIDIA’s Blackwell AI Portfolio Sells Out for a Year Amid Unprecedented Demand

NVIDIA Blackwell AI sold out for 12 months due to high demand for upcoming products But suffice to say this Blackwell generation is shaping up as the most successful product line in company history, largely because demand has exploded.

However, Blackwell’s skills and computational/spatial expertise have drawn some major attention, including from Microsoft, Meta, Oracle, and OpenAI. Morgan Stanley (via Barrons) said NVIDIA has sold out of Blackwell devices until 2025, implying a tremendous supply-demand delta.

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These comments come from the recent meeting between CEO Jensen Huang and CFO Colette Kress, who said that AI is a long-term investment opportunity, with continued growth ahead. In its own coverage, Morgan Stanley not only raised its ratings on NVIDIA shares but also underscored the importance of Blackwell’s appointment to the future of the company. The products being sold out for the entire year tells me that they will have a huge influence over AI markets to come.

The reports on Blackwell are clearly extraordinary and it is clear that the industry will not even have to wait for products of this caliber to become mainstream before seeing the benefits of their introduction. The demand and anticipation for Blackwell far outstrip their prior Hopper generation that catalyzed the early AI enthusiasm and is still one of those products responsible for helping to join NVIDIA into becoming a trillion-dollar club. In this case, Blackwell has a lot of potential.

NVIDIA is also shifting its focus toward the inferencing market, which has recently seen substantial growth with the introduction of “reasoning AI models” like OpenAI’s o1. This transition marks a significant change for NVIDIA, as inferencing was previously thought to be dominated by Intel, which had focused on this area early on.

Whether Blackwell’s strong demand will translate into higher NVIDIA stock prices remains to be seen, but AI is evolving into a more expansive industry, and NVIDIA appears to be leading the way.

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