Profitability is expected to improve due to Blackwell's yield improvement.
According to Jensen Huang, the CEO of Nvidia, Blackwell has completed the mask change for yield improvement and has already started sample shipments and production. Blackwell is expected to generate billions of dollars in sales in the fourth quarter. It is expected to increase production next year. A mask is a basic blueprint for burning circuits on the surface of a chip to give it functionality. The yield has improved not due to design flaws, but by making minor adjustments.
The market is seeking more detailed sales rather than just billions of dollars from Blackwell, which seems to be contributing to the sense of uncertainty. Furthermore, Super Micro Computer, a major customer of nvidia, has become a target of short sell funds, and the delay in submitting its annual report is also becoming a factor in the decline in stock prices.
The market is seeking more detailed sales rather than just billions of dollars from Blackwell, which seems to be contributing to the sense of uncertainty. Furthermore, Super Micro Computer, a major customer of nvidia, has become a target of short sell funds, and the delay in submitting its annual report is also becoming a factor in the decline in stock prices.
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