Nvidia's next-generation Blackwell Ultra GB400 platform booked $4.2 billion in firm orders within 24 hours of CEO Jensen Huang's sneak preview at Computex Taipei, sources familiar with the matter told reporters Saturday. Microsoft, Meta, and Oracle each signed agreements worth more than $1 billion, with smaller commitments coming from Coreweave, Lambda Labs, and Saudi Arabia's HUMAIN.
The GB400 platform pairs two upgraded Blackwell Ultra GPUs with a 144-core Grace CPU on a single board, delivering a claimed 4.5 petaflops of FP4 compute and 384 gigabytes of HBM4 memory per board. Huang positioned the platform as "purpose-built for trillion-parameter reasoning models" and confirmed initial shipments will begin in the third quarter, with full ramp by year-end.
Hyperscaler Capex Cycle Reaccelerates
Combined with the existing Blackwell B200 ramp, Nvidia's data center revenue trajectory now points to $245 billion in fiscal 2027, according to a Saturday note from Bank of America's Vivek Arya. The forecast represents a 41% acceleration from fiscal 2026 and supports Arya's sector-leading $220 price target on NVDA shares.
Microsoft's commitment is particularly notable given that the company already disclosed $620 billion in multi-year AI commitments earlier this week. The incremental Blackwell Ultra orders suggest that hyperscaler capital expenditure plans are being revised higher in real time as model training costs continue to scale. Goldman Sachs estimates that the four largest US hyperscalers will spend more than $400 billion on AI infrastructure in 2026.
Supply Chain Beneficiaries Surge
TSMC, which manufactures Blackwell silicon on its leading-edge 3-nanometer process, traded sharply higher in Taipei dealing, with its ADRs indicated 4.6% above Friday's close. SK Hynix, which supplies the HBM4 memory stacks integrated into GB400 boards, gained 8.2% in Korean trading and confirmed in a Saturday filing that it has secured 87% of its 2026 HBM4 production capacity in advance contracts.
Power and cooling beneficiaries also rallied. Vertiv climbed 5.4% in Robinhood weekend trading, while Eaton, Schneider Electric, and Siemens Energy posted gains of 3% to 4%. The GB400's 1.4 kilowatt thermal design power per GPU has driven unprecedented demand for liquid cooling infrastructure, with Vertiv reporting an order book that now extends through the first half of 2027.