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Nvidia CEO Jensen Huang Reports Surging Demand for Blackwell Chips

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Nvidia CEO Jensen Huang said on Saturday that demand for the company’s cutting-edge Blackwell AI chips is “very strong,” as the semiconductor giant deepens its partnership with Taiwan Semiconductor Manufacturing Co (TSMC) to meet soaring global demand.

Speaking at an event hosted by TSMC in Hsinchu, Taiwan, Huang said Nvidia’s Blackwell platform — which integrates GPUs, CPUs, networking, and switching systems — requires an extensive supply of wafers and components. “We build the GPU, but we also build the CPU, the networking, the switches… there are a lot of chips associated with Blackwell,” he explained.

TSMC CEO C.C. Wei confirmed that Huang had “asked for wafers,” but declined to disclose quantities. “TSMC is doing a very good job supporting us,” Huang said, emphasizing that Nvidia’s record-breaking success “would not be possible without TSMC.”

In October, Nvidia became the first company to surpass a $5 trillion market value, prompting Wei to call Huang a “five-trillion-dollar man.”

When asked about supply challenges, Huang acknowledged there would be “shortages of different things,” though memory makers SK Hynix, Samsung, and Micron have expanded capacity to meet demand. Nvidia has already received next-generation memory samples from all three suppliers.

SK Hynix recently said it had sold out all production for 2026, forecasting a long-lasting chip “super cycle” driven by AI growth. Samsung is also in “close discussion” to supply HBM4 memory to Nvidia.

Huang reiterated that Nvidia has no active discussions to sell Blackwell chips to China, as U.S. restrictions remain in place.

Nvidia CEO Hopes to Sell Blackwell Chips in China but Says Decision Rests with Trump

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Nvidia CEO Jensen Huang said on Friday that he hopes the company’s latest Blackwell AI chips can eventually be sold in China, but acknowledged that the decision ultimately depends on U.S. President Donald Trump. Speaking during his first official visit to South Korea in over a decade, Huang expressed optimism following recent talks between Trump and Chinese President Xi Jinping but said he was not briefed on their discussion details.

Trump told reporters after the meeting that semiconductors were discussed and that China “will be talking to Nvidia and others about taking chips,” but clarified, “We’re not talking about the Blackwell.”

Huang emphasized that restoring Nvidia’s presence in China would benefit both nations. “We’re always hoping to return to China. It’s in the best interest of the United States and of China,” he said.

Tensions over China’s access to Nvidia’s high-end chips remain a major flashpoint in U.S.-China relations. Washington has placed export restrictions on Nvidia’s most advanced AI processors to curb Beijing’s technological and military advancements. Huang has previously urged the Trump administration to relax those restrictions, arguing that Chinese reliance on U.S. hardware strengthens America’s influence.

Nvidia is developing a new chip for the Chinese market based on its Blackwell architecture that will comply with U.S. regulations but remain more capable than current export-approved models. However, Beijing has cooled toward Nvidia’s offerings, instead backing domestic alternatives like Huawei, which has recently announced plans to compete head-to-head with Nvidia in AI hardware.

Nvidia Becomes First Public Company to Reach $4 Trillion Market Value Amid AI Boom

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Nvidia achieved a historic milestone on Wednesday by becoming the first public company ever to reach a market capitalization of $4 trillion. The leading chipmaker’s shares rose 1.63% to $162.61, touching an all-time high of $164 during the day. The surge reflects strong investor confidence fueled by booming demand for artificial intelligence (AI) technologies, where Nvidia plays a critical role.

Industry experts weighed in on Nvidia’s dominance and the challenges ahead:

  • Michael Ashley Schulman, CIO at Running Point Capital, highlighted potential competition risks from tech giants like Amazon, Microsoft, and Meta designing their own chips. He also noted quantum computing could become a future disruptor, possibly within 5 to 7 years.

  • Dan Morgan, Senior Portfolio Manager at Synovus Trust, pointed out that AI capital expenditure by top hyperscalers (Amazon, Microsoft, Meta, Alphabet) is expected to jump to over $330 billion in 2025, up from $240 billion in 2024. Morgan flagged investor concerns about a possible slowdown in Nvidia sales as customers transition to new Blackwell chips.

  • Gil Luria, Analyst at D.A. Davidson, said Nvidia will remain a key AI hardware provider despite likely losing some market dominance. He noted the company’s valuation is high but supported by strong investment visibility.

  • Chuck Carlson, CEO of Horizon Investment Services, described Nvidia as the “golden child” of AI investment, emphasizing its leadership and growth in accelerated computing and generative AI.

  • Art Hogan, Chief Market Strategist at B Riley Wealth, praised Nvidia’s transformation from a gaming chipmaker to a crypto mining and now AI powerhouse, calling its recent growth “amazing.”

  • Robert Pavlik, Senior Portfolio Manager at Dakota Wealth, called Nvidia the backbone of AI infrastructure and predicted further stock upside as companies increasingly focus investments on AI.

Nvidia’s market cap milestone underscores its central role in powering AI advancements and signals investor appetite for exposure to this transformative technology sector.