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$NVDA Q1 ER Call mgt. comments - ✅Major hyperscalers are each deploying ~72,000 Blackwell GPUs per week and are on track to further ramp output in Q2 ✅Inference is exploding. Reasoning AI agents require orders of magnitude more compute. ✅Sovereign AI is new growth engine
Nvidia $NVDA just said: "On average, major hyperscalers are each deploying nearly 1,000 NVL 72 racks or 72,000 Blackwell GPUs per week. And are on track to further ramp output this quarter."
$NVDA CFO: AI factory buildouts have doubled YoY with more coming "The pace and scale of AI factory buildouts are accelerating, with nearly 100 NVIDIA-powered AI factories in flight this quarter. This represents a 2X increase compared to the same period last year. The average
Nvidia's CFO reported a strong transition of AI workloads to inference, driving substantial revenue growth. The company highlighted that AI factory buildouts have doubled year-over-year, with nearly 100 Nvidia-powered AI factories currently underway this quarter. Major hyperscalers are deploying approximately 1,000 NVL72 racks per week, which equates to 72,000 Blackwell GPUs weekly, a rate that is increasing and potentially two to three times higher than previous supply chain estimates. This deployment pace suggests an annual run rate of around 4 million GPUs. The company also noted that reasoning AI agents are demanding significantly more compute power, and sovereign AI is emerging as a new growth area.
