Nvidia CEO Reveals 3.6 Million ‘Blackwell’ GPUs Ordered by Top Cloud Providers

Nvidia CEO Jensen Huang revealed on Wednesday that the top four cloud service providers have placed orders for up to 3.6 million of its “Blackwell” graphics processors. He also mentioned that this number does not include orders from Meta Platforms. During a session with financial analysts at Nvidia’s annual software developer conference in San Jose, California, Huang explained that the demand for these processors is even higher, as the 3.6 million figure excludes Meta, smaller cloud providers, and startups.