Overview
- Nvidia’s most advanced Blackwell processors will be reserved for U.S. customers, President Trump said, signaling tighter export controls after earlier hints about a scaled-down China option.
- Nvidia recently disclosed visibility into roughly $500 billion of cumulative revenue for its Blackwell and Rubin product lines through 2026, a key pillar behind its $5 trillion valuation.
- The company said it will deliver more than 260,000 Blackwell AI chips to South Korea, including shipments to major firms such as Samsung Electronics.
- Jensen Huang said production of Nvidia’s most advanced AI chip is underway in Arizona with U.S. manufacturing partners, reflecting a push to on‑shore critical supply.
- Competitive pressure is building as Qualcomm unveiled AI200 and AI250 data‑center accelerators targeting inference workloads from 2026, adding to challenges from AMD and in‑house cloud chips.