Nvidia’s latest generation Blackwell GPU sales are off to a good start. “Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,

Nvidia forecast higher first-quarter revenue on Wednesday, signaling continued strong demand for artificial intelligence chips, and said orders for its new Blackwell semiconductors were “amazing.” The company’s forecast helps allay doubts around a slowdown in spending on its hardware that emerged last month,

It was at the tail-end of NVIDIA’s Q4 2025 earnings call that CEO Jensen Huang spoke about the company’s popular Blackwell chip. “The demand for Blackwell is extraordinary,” Huang said. He went on to say “new software technologies let Blackwell process reasoning AI models 25x faster than Hopper.”