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NVIDIA Blackwell GPUs Sold Out: Demand Surges, What’s Next?

Nvidia continues to ride the AI wave as the company sees unprecedented demand for its latest Blackwell GPU next-generation processors. The supply for the next 12 months is sold out, Nvidia CEO Jensen Huang told Morgan Stanley analysts during an investors’ meeting. A similar situation occurred with Hopper GPUs several quarters ago, Morgan Stanley Analyst Joe Moore pointed out. Nvidia’s…