$NVIDIA (NVDA.US)$ The market is finally waking up to the fa...

$NVIDIA (NVDA.US)$ The market is finally waking up to the fact that Blackwell orders are coming in the 100Ks compared to the Hopper in the 10Ks.

Here are 5 data points that came out over the past few days that confirm our thesis:

1. Foxconn CEO said that demand for Blackwell is "Crazy" - adding a new facility in Mexico to satisfy Blackwell orders

2. $Super Micro Computer (SMCI.US)$ said it is shipping over 100K GPUs per quarter (didn't cite Blackwell, but not much else out there)

3. $Microsoft (MSFT.US)$ is announced that Azure is the first cloud service to run the Blackwell system GB200

4. $Taiwan Semiconductor (TSM.US)$ is moving to production with computational lithography "cuLitho" to push to accelerate manufacturing and push the limits on physics.

5. $NVIDIA (NVDA.US)$ 's CEO, Jensen Huang, stated that production is on-track and demand for Blackwell is insane.