Nvidia CEO Jensen Huang discusses the Blackwell AI chips and praises TSMC for manufacturing support.
What is Nvidia Blackwell AI chips
Nvidia is an American company. It manufactures graphics processing units (GPUs). Founded in 1993, Jensen Huang is its co-founder and has been the CEO since 1993. The company is headquartered in California. Nvidia is now a leader in AI. Its chips are used in gaming, medical imaging, and AI. In 2025, its value reached $5 trillion. Huang was dubbed the “Five Trillion Dollar Man.” Nvidia has launched several products. The Hopper chips were an initial hit. Now, Blackwell is the new series, and it’s best for AI model training. The company’s revenue has grown rapidly, with the data center segment recording record earnings in the first quarter of 2025. TSMC is ramping up production, yet the Blackwell system requires many chips. More wafers are needed. This partnership strengthens Nvidia.
Who is Jensen Huang?
Jensen Huang was born in Taiwan. that came to the United States and studied at Oregon State University, earning a degree in computer engineering. He transformed Nvidia from a small company into a global giant. He prefers simplicity, often wearing a black leather jacket. that speaks clearly in his speeches. In 2025, he made his fourth trip to Taiwan and spoke at a TSMC event. He said, “We have very strong demand for Blackwell. Huang focuses on the future of AI. He believes AI will change the world. Machines that think like the human brain will be created. What are Blackwell chips? Blackwell is Nvidia’s new AI chip series. It includes GPUs, CPUs, networking, and switches. Multiple chips connect together.
They form a platform. Designed for AI training. Handles large language models. 30 times faster than Hopper. Power efficient. Installed in data centers. Let’s look at the Blackwell specs. It has 208 billion transistors. Built on a 4nm process. Manufactured by TSMC. Memory bandwidth of 10 terabytes per second. It accelerates AI workloads.
Why is there strong demand Nvidia Blackwell AI chips?
Huang said, “There is very strong demand for Blackwell.” He said this at the TSMC event. It’s due to the AI boom. Companies want to train AI models. Data centers are expanding. Blackwell is the most powerful. That’s why the demand is high. Analysts say $5-6 billion in revenue will come in the next quarter.
260,000 units will be shipped to South Korea. Firms like Samsung will take them. Memory partners have increased capacity.
SK Hynix has booked production for 2026. Samsung is talking about HBM4. Micron is also increasing supply. All this is due to the AI supercycle. Also, the role of TSMC, which is a Taiwanese company. that is the world’s largest chip foundry and Nvidia’s partner It manufactures wafers for Blackwell chips. Huang praised TSMC. He said, “TSMC has provided excellent support.” “We wouldn’t be successful without them,” said TSMC CEO C.C. Wei. Huang requested the wafers. The number is private.
Restrictions on China Nvidia Blackwell AI chips
The Trump administration blocked Blackwell sales. They said, “Others won’t get them.” Due to national security concerns. No exports to China. Huang said there were no active discussions about selling to China. Nvidia did not request a license. These chips should not help the Chinese military or boost the AI industry. This policy keeps the US in the lead in AI. China is developing its own chips, but Nvidia is ahead. Also, the financial impact: Nvidia’s stock is up 40% in 2025. Received a strong buy rating. 37 buys, 1 hold, 1 sell. Average price target $237, 26% upside. Data center revenue is expected to grow 165%, with a major contribution from Blackwell. The company’s value is $5 trillion, thanks to Huang’s leadership, as the AI market will be $500 billion in 2025. Nvidia holds an 80% share.
Blackwell and the Human Brain
Now, let’s talk about AI and the human brain. Blackwell chips make AI smarter. AI mimics the human brain. Neural networks function like brain neurons. Blackwell trains large models like ChatGPT. These models understand human thinking, and AI detection for the human mind means AI detects human emotions. Blackwell power improves facial recognition. Used in mental health apps. Helps with brain-computer interfaces (BCI). Despite this, projects like Neuralink use AI chips. Huang believes AI will augment the brain. For example, AI analyzes brain scans, detecting Alzheimer’s. Blackwell increases speed, allowing doctors to make faster decisions. In education, AI tutors help children learn easily. AI boosts human creativity.
Benefits of AI for Humanity
AI frees the mind. Machines handle routine tasks, allowing humans to focus on creative work. Then Blackwell enables AI real-time decision-making in self-driving cars, healthcare diagnosis challenges, and privacy issues. AI uses data, impacting human jobs. Huang says AI will create jobs, training is necessary, and the AI supercycle will be long-lasting. Memory makers are investing; SK Hynix built a factory, Samsung is discussing HBM4, and Micron is providing advanced samples. Huang said shortages will occur, business is growing rapidly, and this cycle will last until 2030. Despite the technical details of Blackwell, the Blackwell B200 GPU has 20 petaflops of performance, best in AI inference, with an advanced liquid cooling system and fast data transfer. Rconnect Technology New






