Blackwell Architecture Demand is "Off the Charts"
CEO Quote: Jensen Huang stated that "Blackwell sales are off the charts, and cloud GPUs are sold out."
Significance: This confirms that the demand for NVIDIA's newest, most powerful generation of AI chips (Blackwell, including the GB200/GB300) is extraordinary and is currently limited by supply, not demand. It validates their aggressive two-year product cycle.
ā Third-quarter Gaming revenue was $4.3 billion, down 1% from the previous quarter and up 30% from a year ago. ā Launched Borderlands 4, Battlefield 6 and ARC Raiders with NVIDIA DLSS 4 with Multi Frame Generation and NVIDIA Reflex.
- Released an NVIDIA Blueprint for 3D object generation, RTX-optimized NVIDIA TensorRTā¢ for Windows ML and performance boosts for leading AI tools on RTX AI PCs.