NVIDIA's Strong Growth Driven by High Demand for Blackwell Chips

GuruFocus
2025.11.08 08:35
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NVIDIA's CEO, Jensen Huang, reported strong business growth driven by high demand for its Blackwell chips. At a TSMC event in Hsinchu, he highlighted NVIDIA's diverse product range, including GPUs, CPUs, networking gear, and switches linked to the Blackwell line. TSMC Chairman Mark Liu mentioned Huang's discussion on wafer needs, though details remain confidential. This stock alert was generated using automated technology and reviewed by the GuruFocus editorial team.

NVIDIA's (NVDA, Financial) CEO, Jensen Huang, announced that the company is experiencing robust business growth with a strong demand for its advanced Blackwell chips. During an event in Hsinchu hosted by TSMC, Huang emphasized that while NVIDIA is primarily known for manufacturing GPUs, it also produces CPUs, networking gear, and switches, all of which are connected to the Blackwell line.

TSMC Chairman Mark Liu noted that Huang was present to discuss wafer needs, but specifics remain confidential.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].