Nvidia CEO says orders for 3.6 million Blackwell GPUs exclude Meta
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Nvidia's CEO Jensen Huang announced that the top four cloud service providers have ordered up to 3.6 million Blackwell GPUs, excluding orders from Meta Platforms.
March 19, 2025 | 5:30 pm
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POSITIVE IMPACT
Nvidia announced significant orders for its Blackwell GPUs from top cloud providers, excluding Meta. This indicates strong demand for Nvidia's products.
The announcement of 3.6 million GPU orders from major cloud providers suggests strong demand for Nvidia's products, likely boosting revenue and stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
NEUTRAL IMPACT
Meta Platforms is not included in the 3.6 million Blackwell GPU orders from Nvidia, which may suggest a different strategy or supplier for Meta.
Meta's exclusion from the GPU orders could imply a different approach or supplier, but without further details, the impact on Meta's stock is neutral.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50