The financial report that the whole world is waiting for has finally come out.

Nvidia and TSMC have been in partnership for nearly three decades, forming a highly symbiotic business model. The rapid development of the AI ​​market has also made Nvidia TSMC's second largest customer after Apple.

Nvidia emphasized that the latest Blackwell chip has achieved a leap in performance in AI computing, and the chip has always been designed with "improving energy efficiency" as the core.

除了RTX 50系列芯片，英伟达还有大招Blackwell正在路上。

Nvidia CEO Jensen Huang plans to speak at the Goldman Sachs conference in San Francisco to provide more information on the latest progress of the next-generation AI processor Blackwell.

Nvidia anticipates a year-on-year increase of approximately 80% for the third quarter of the fiscal year 2025, breaking below triple-digit growth.

Nvidia said that Blackwell chip sampling has begun and production is on schedule, and is expected to accelerate in the second half of the year. It will not comment on the rumors.

NVIDIA has increased its order for Blackwell platform architecture GPUs from TSMC by 25% due to strong customer demand, boosting TSMC's performance expectations for the second half of the year.

Nvidia said it expects second-quarter sales to beat Wall Street expectations to $28 billion, despite a pretty bright first-quarter financial performance.