NVIDIA On Track to Ship 9.5-10.5 GW of Compute in 2026

The projection includes approximately 5.6 million Blackwell/Blackwell Ultra GPUs in NVL72-equivalent rack form. This indicates a significant increase in available AI compute capacity for the coming year.

So What

NVIDIA's quantified GPU shipment forecast sets a clear baseline for 2026 AI compute supply, impacting hyperscaler buildouts and pricing.

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NVIDIA On Track to Ship 9.5-10.5 GW of Compute in 2026

Semicon Twitter · Twitter · 1w ago

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Updated 1w ago · 1 source

NVIDIA On Track to Ship 9.5-10.5 GW of Compute in 2026

The projection includes approximately 5.6 million Blackwell/Blackwell Ultra GPUs in NVL72-equivalent rack form. This indicates a significant increase in available AI compute capacity for the coming year.

So What

NVIDIA's quantified GPU shipment forecast sets a clear baseline for 2026 AI compute supply, impacting hyperscaler buildouts and pricing.

View Tweet→