Blackwell's demand is expected to exceed supply in the several quarters of the 2026 fiscal year.

●Blackwell mass production shipments began in FYQ4 and will continue to expand until FY26.
●Hopper and Blackwell systems are facing certain supply constraints, with Blackwell's demand expected to exceed supply in several quarters of the fiscal year 2026.

Constraints after all...Next year's estimates have started to go awry