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![dnystedt Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45483286.png) Dan Nystedt [@dnystedt](/creator/twitter/dnystedt) on x 37K followers
Created: 2025-06-11 08:03:54 UTC

5/6 Nvidia's product cycle is driving seasonality this year, with Blackwell shipments now ramping up. Blackwell Ultra is up next. $NVDA $TSM #semiconductors #AIservers #Blackwell #Foxconn #Quanta #Wistron #Inventec #Wiwynn #Gigabyte


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[Post Link](https://x.com/dnystedt/status/1932710367677067414)