NVIDIA (NVDA. O) disclosed that the world's top four supercomputer operators purchased 1.30 million Hopper architecture chips in 2024. In 2025, they purchased an additional 3.6 million Blackwell chips.
NVIDIA (NVDA. O): Hopper and Blackwell systems are facing certain supply constraints, and Blackwell demand is expected to outstrip supply in several quarters of fiscal 2026.
NVIDIA (NVDA. O) spokesperson: Hopper chip demand is very strong, and extensive sampling of Blackwell chips has begun, with plans to gradually increase production in the second half of the year.