Nvidia: Four hyperscalers bought 3.6 million Blackwell chips (B200) so far in 2025
-Blackwell Ultra (B300) and GB300 available from 2nd half 2025Next gen chip: -Vera Rubin available 2nd half 2026-Vera Rubin Ultra in 2027Next gen:-Feynman scheduled for 2028DGX personal AI computers with Blackwell Ultra chips insideQuantum-X Photonics networking chips due out later 2025Spectrum-X Photonics chips in 2026Thread 1/ $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Cisco(CSCO.US) $Super Micro Computer(SMCI.US) #semiconductors #semiconductor https://t.co/0xm86btOQ6Source: Dan Nystedt
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