Not sure where you got such impression?

https://wccftech.com/nvidias-blackwell-now-full-production-jensen-demand-is-insane/

https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-says-blackwell-based-servers-are-in-full-production

 

Also check SMCI, 鴻海's earning comments. 

所有跟帖： 

• I dont think you understand how biz runs, lol -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 22:02:09

• We are talking about GB200 here -三心三意- ♂ (0 bytes) () 02/17/2025 postreply 22:03:05

• SMCI 用詞是”Ramp up“，鴻海用詞”production set to begin" -三心三意- ♂ (166 bytes) () 02/17/2025 postreply 22:14:01