Rumor
Procurement target for Nvidia Blackwell GPUs reportedly reaches 70,000 units for 2026
Friday, March 13, 2026 at 09:32 PM
A market observer indicates that an unspecified entity aimed to procure 70,000 Nvidia Blackwell GPUs during the 2026 calendar year, highlighting significant volume requirements for AI infrastructure.
Context
Reports indicate that Nvidia is targeting a procurement volume of 70,000 Blackwell GPU units for 2026. This target emerges as the company navigates a massive supply-demand imbalance, with the B200 and GB200 architectures reportedly sold out through mid-2026. As of early 2026, Nvidia is managing a backlog of approximately 3.6 million units from major cloud providers, making the procurement of every available unit critical for maintaining its dominant market position.
The supply chain remains under significant pressure due to a global memory shortage, specifically in High-Bandwidth Memory (HBM), which has forced Nvidia to prioritize data center production over consumer gaming chips. To mitigate these risks, Nvidia has successfully onshored part of its manufacturing, celebrating the first U.S.-made Blackwell wafers from TSMC Arizona. This strategic move aims to stabilize the supply of the most vital AI hardware as the industry shifts toward agentic AI models.
Sources (6)
The Engines of American-Made Intelligence: NVIDIA and TSMC Celebrate First NVIDIA Blackwell Wafer Produced in the US | NVIDIA BlogNVIDIA Blackwell Platform Arrives to Power a New Era of Computing | NVIDIA NewsroomNVIDIA Announces Financial Results for Third Quarter Fiscal 2026NVIDIA's Gaming Chip Plans Face Memory Shortage Headwinds — Roic NewsUser | smdailypress.com - Nvidia’s Blackwell Dynasty: B200 and GB200 Sold Out Through Mid-2026 as Backlog Hits 3.6 Million UnitsAI news: U.S. might let Nvidia sell H200 chips to China
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