Nvidia’s Blackwell Chips Sold Out Through 2026, $1 Trillion Orders Logged
NVDA•Nvidia's Blackwell chips are sold out through late 2026 due to supply constraints, while its Vera Rubin processors enter sampling with volume production slated for Q3 2026. CEO Jensen Huang reported over $1 trillion in purchase orders through 2027, and Berkshire Hathaway invested $10 billion in Alphabet's recent capital raise.
1. Blackwell Supply Constraints
Nvidia’s Blackwell AI chips have reached full production capacity with inventory sold out through late 2026, driven by high enterprise demand and manufacturing limits.
2. Next-Gen Vera Rubin Development
The successor Vera Rubin processors are now in customer sampling, with volume production scheduled to begin in Q3 2026 to address growing inference workloads.
3. Record Purchase Orders
CEO Jensen Huang disclosed over $1 trillion in combined purchase orders booked through the end of 2027, doubling prior projections and underscoring robust enterprise AI commitments.
4. Berkshire’s $10B Bet
Berkshire Hathaway deployed $10 billion into Alphabet’s $80 billion capital raise at a 6-8% discount, signaling confidence in AI infrastructure and Nvidia’s growth trajectory indirectly.
