ClaimsJensen Huang

“Google is gearing up for Blackwell. The whole industry is gearing up for Blackwell.”

Jensen Huang, Nvidia CEO, at GTC March 2024 Jensen Huang Nvidia 60 Minutes Interview Transcript (Rev) archived copy

Factual AI compute, hardware and data

As of March 2024, Google and the whole industry were preparing to adopt Nvidia's Blackwell chip.

Resolved true The record shows it happened or was so.

Factual: Statements about the present or the past, checked against the record: did they hold up?

Said for an organisation they lead or work for; it counts on both records.

What would count as true or false

True: dated statements or reports from around March 2024 (for example at GTC 2024) show that Google and most major cloud and AI firms (such as AWS, Microsoft, Oracle, Meta, OpenAI) had announced plans to adopt or offer Blackwell. Mostly true: Google and most of the major players had announced plans, with a few notable firms not doing so. Mixed: Google had announced plans but industry adoption was only partial, or the reverse. Mostly false: only a few firms had announced plans and Google had not. False: Google and most of the industry had made no such announcements as of March 2024.

Set before the research began.

Evidence (4)

  1. E1 NVIDIA Blackwell Platform Arrives to Power a New Era of Computing NVIDIA Corporation (GlobeNewswire release on investor.nvidia.com) · 18 March 2024 Own record

    “Among the many organizations expected to adopt Blackwell are Amazon Web Services, Dell Technologies, Google, Meta, Microsoft, OpenAI, Oracle, Tesla and xAI.”

  2. E2 Nvidia Blackwell GPUs to be offered via AWS, Microsoft, Google, Oracle, and others Data Center Dynamics (DCD) · 19 March 2024

    “Oracle, Amazon, Microsoft, and Google have all said they will offer access to the new GPUs through their respective cloud platforms at launch.”

  3. E3 Nvidia's 10 New Cloud AI Products For AWS, Microsoft And Google CRN · 19 March 2024

    “Google is adopting the platform for various internal deployments and will be one of the first cloud providers to offer Blackwell-powered instances.”

  4. E4 This Week in AI: March 17–23 — Data Phoenix Data Phoenix · 25 March 2025

    “Google and Microsoft also confirmed they would incorporate NVIDIA GB200 NVL72 systems into their cloud infrastructure in addition to expanded support and integrations for most of the announced technologies.”

Reasoning

Independent reports dated 19 March 2024 say that Oracle, Amazon, Microsoft and Google had all said they would offer Blackwell GPUs on their cloud platforms at launch (E2). CRN reported that Google was adopting the platform for internal deployments and would be among the first cloud providers to offer Blackwell instances (E3). E4 also says that Google and Microsoft confirmed they would use GB200 NVL72 systems. Nvidia's own GTC release names Meta, OpenAI, Tesla and xAI among the other expected adopters (E1), but that source is not independent. Taken together, the evidence shows that Google and most major cloud and AI firms had announced Blackwell plans as of March 2024.

Cite this claim

Jensen Huang, “As of March 2024, Google and the whole industry were preparing to adopt Nvidia's Blackwell chip.” (said March 2024). Verdict: resolved true. Reliability API, claim c_dde0d674e63f, method 0.1.0+03d23c0e, dataset release v1.1.2. https://epistacklabs.com/claims/c_dde0d674e63f

This claim is in dataset release v1.1.2, with the same verdict.

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More factual claims by Jensen Huang

  1. Mostly true Factual 4 September 2026
    “we invented a technology called a GPU, and basically a GPU does parallel processing tasks”

    NVIDIA invented the GPU, which does parallel processing tasks such as fluid dynamics, particle physics, quantum chemistry, graphics and AI.

  2. Resolved false Factual 1 June 2026
    “Today, NVIDIA’s token cost is the lowest in the world, not by 10%, by X factors, orders of magnitude, all because we did extreme co-design”

    NVIDIA's token cost is the lowest in the world, lower than others by large factors and orders of magnitude, due to extreme co-design.

  3. Mostly true Factual 1 June 2026
    “It’s the first one to be PCI Express Gen 6.”

    Vera is the first CPU to support PCI Express Gen 6.

  4. Mixed Factual 17 March 2026
    “We have demonstrated that NVFP4 can achieve inference without loss of precision, while delivering significant performance and energy efficiency improvements, and it is equally suitable for training.”

    NVIDIA has demonstrated that NVFP4 can achieve inference without loss of precision, with significant performance and energy-efficiency gains, and is equally suitable for training.

  5. Mixed Factual 17 March 2026
    “Over the past two years, the computational demands for inference have increased approximately 10,000 times, while usage has increased approximately 100 times.”

    Over the past two years, computational demand for inference rose about 10,000 times while usage rose about 100 times.

All of them

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