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Nvidia says its Blackwell AI chip is ‘full steam’ ahead


From the chipmaker’s Q3 2025 earnings.

While The Information recently reported that its new flagship Blackwell AI servers might have cooling issues, the company didn’t address that on today’s call — instead, Nvidia assured investors that Blackwell is in “full production,” is “full steam” ahead, and that the company would continue to deliver more of the chips each quarter from here on out. While Nvidia has long been known as a graphics and gaming company, pioneering the GPU, its data center fortunes have now outstripped its other businesses by an order of magnitude. Nvidia’s H100 was its original winning AI product, though it took longer to see its current success; Huang says the company expects demand for its H-series chips to continue through most of next year.

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