[Breaking] NVIDIA Reaffirms AI Chip Market Dominance with Next-Gen 'Blackwell' Initial Supply Agreements

NVIDIA at the Forefront of the 'Blackwell' Preemptive Competition: On-Site Analysis, March 26, 2026 [San Francisco=Correspondent] On the evening of March 26, 2026 (KST), anticipation surrounding NVIDIA (NVIDIA) is reaching its peak in Silicon Valley, the heart of the global AI infrastructure market. Led by CEO Jensen Huang, NVIDIA has confirmed demand exceeding market expectations by continuously announcing initial supply agreements for systems based on its next-generation AI chip architecture, 'Blackwell'. ### 1. Blackwell Sets New Standards for AI Performance According to NVIDIA's roadmap, Blackwell is evaluated to have achieved groundbreaking improvements in training and inference performance compared to the existing Hopper architecture. In particular, it is analyzed that maximizing memory bandwidth and interconnect speed to meet the requirements of large language models (LLM) was effective. The industry views Blackwell as a core technology that will resolve major bottlenecks in current AI model development. ### 2. CSPs' Aggressive Pre-Order Competition The most notable trend is the aggressive pre-orders from major cloud service providers (CSPs). This afternoon (local time), information was confirmed that big tech companies such as Microsoft, Google, and Amazon Web Services (AWS) have signed large-scale pre-order agreements for deliveries in the first half of 2027. This is interpreted as NVIDIA demonstrating to the market its strong commitment to maintaining its dominance in the AI chip market for years to come. ### 3. Supply Chain Bottlenecks and Foundry Risks Re-emerge However, this explosive demand is immediately leading to supply chain risks. This is because the dependence on the production capacity of NVIDIA's key partner, TSMC, remains high. There are concerns in some parts of the market that the delivery delays that occurred during the launch of the H100 chip may be repeated with Blackwell. Currently, NVIDIA's stock price has shown volatility until just before the market close, with these expectations and supply concerns intersecting. ### 4. Competitive Landscape and NVIDIA's Future Strategy Competitors are also continuing their pursuit. AMD is continuously improving the performance of its MI300X series, and Intel is also working to secure market share by announcing improvements in its own AI chip performance. However, at this point in time, it is generally believed that it will be difficult to overcome NVIDIA's strong software ecosystem (CUDA) moat in the short term. In response, NVIDIA is accelerating its efforts to preempt future technologies by releasing early development plans for its next-generation networking solution, the 'Rubin' architecture, early on.