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Nvidia's $500B Order Backlog Fuels Blackwell Chip Demand

11/8/2025

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Summary

Story summary

Jensen Huang, Nvidia Chief Executive Officer, announced strong demand for Blackwell chips in Hsinchu.
He cited a backlog of more than $500 billion in orders.
Data centers generated over $80 billion in revenue in the first half of fiscal 2026.
Taiwan Semiconductor Manufacturing Company (TSMC) is crucial for meeting demand.
TSMC will increase packaging capacity to help Nvidia reach a projected $170 billion annual revenue.

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Story summary

Jensen Huang, Nvidia Chief Executive Officer, announced strong demand for Blackwell chips in Hsinchu.
He cited a backlog of more than $500 billion in orders.
Data centers generated over $80 billion in revenue in the first half of fiscal 2026.
Taiwan Semiconductor Manufacturing Company (TSMC) is crucial for meeting demand.
TSMC will increase packaging capacity to help Nvidia reach a projected $170 billion annual revenue.