NVIDIA's series of GPUs known as "Blackwell," which includes B100, B200, and GB200 models, have reportedly been completely sold out for a period of 12 months, equivalent to an entire year. This means that any new customer looking to purchase a Blackwell GPU will have to wait for a year to receive it. Analyst Joe Moore from Morgan Stanley confirmed during a meeting with NVIDIA and its investors that the demand for Blackwell GPUs is so high that there is a backlog of 12 months before new orders can be fulfilled. This backlog likely includes major customers such as Amazon, META, Microsoft, Google, Oracle, and others, who are ordering GPUs in large quantities to meet the demands of their own customers.
In comparison to the previous generation of GPUs called "Hopper," which saw orders in the tens of thousands, the Blackwell generation has seen orders in the hundreds of thousands of GPUs at the same time. This surge in demand is positive news for NVIDIA, as it is expected to continue. The main obstacle for customers now is TSMC, the manufacturer of these GPUs, who are working to produce them as quickly as possible to meet the high demand. NVIDIA is one of TSMC's biggest clients, so it is likely that wafer allocation at TSMC's facilities will increase. We are now entering an era where data centers with millions of GPUs are becoming the norm, and it remains to be seen if this rapid growth will slow down in the near future.
