Will Nvidia's Blackwell AI chip meet expectations?
Nvidia (NASDAQ: NVDA ）thanks to artificial intelligence chips, Microsoft ( Microsoft) and Apple (AAPL ) and other companiesOutperforming.Becoming the most valuable company in the world. And the company's latest generation Blackwell chip could be its biggest moment yet.
Wedbush Securities analyst Dan Ives referred to this announcement as the 'LeBron of chip announcements,' predicting 'a tremendous trajectory of demand' for Nvidia ( NVDA ) latest chips.
The fate of the company's latest chips seems precarious as they faced a shipment delay of several months earlier this year due to production issues. Last Sunday, reports surfaced that Blackwell chips were overheating when connected inside Nvidia's ( NVDA server racks.reported.。
The leading semiconductor company will announce its third-quarter earnings report this week.Without addressing the issue, Blackwell stated, 'The mass changes have been successfully implemented and we are in full production mode,' assuring investors that the company will ship more Blackwell units this quarter than previously forecasted.
According to Colette Kress, Chief Financial Officer, Nvidia, in the third quarter, 0.013 million 3000 GPU samples were shipped to customers. CEO Jensen Huang stated that Blackwell's shipments have already reached billions.NVDA"As evident from all the systems being built, Blackwell is in great shape," said Mr. Huang.
"As evident from all the systems being built, Blackwell is in great shape," said Mr. Huang.
ハンター・ウルフ・リサーチは「ブラックウェルはNVIDIAの将来の成長を牽引する上で有利な立場にあり、NVIDIAはデータセンター市場の急速な拡大から引き続き恩恵を受けるだろう」と述べた。
Nvidia ( NVDA ) はExpected in the third quarter.の収益が35 billion80 millionドルに達した。同社のデータセンター部門は30.7 billion70 millionドルでその大部分を占めた。ゲーム会社として長く知られていた同社のゲーム収益はわずか3.3 billionドルだった。同社の利益は19.3 billion10 millionドルだった。
Blackwell's chip gross profit margin is initially expected to be in the early 70% range, but Cres mentioned that it would rise to the mid-70% range as production expands.
The company's first AI-winning product was the H100 chip. The H100, announced in 2022, had a slow start until the AI boom in 2023 sparked a sharp increase in demand.
NVIDIANVDA) announced that the H200 chip, released last year, experienced the company's fastest-ever production increase. The company expects demand for the H series chips to continue for much of next year.
When the company first announced the H100 chip, quarterly revenue was only about 8 billion dollars. When they released the H200 chip, quarterly revenue was less than 20 billion dollars.
"Blackwell's production and demand are strong, and Ive's added that Jensen's very bullish comments on the conference call will be the focus of the street, leading the bears back to their caves. Blackwell symbolizes a new frontier for NVIDIA and the entire AI revolution.
Wedbush Securities analyst Dan Ives referred to this announcement as the 'LeBron of chip announcements,' predicting 'a tremendous trajectory of demand' for Nvidia ( NVDA ) latest chips.
The fate of the company's latest chips seems precarious as they faced a shipment delay of several months earlier this year due to production issues. Last Sunday, reports surfaced that Blackwell chips were overheating when connected inside Nvidia's ( NVDA server racks.reported.。
The leading semiconductor company will announce its third-quarter earnings report this week.Without addressing the issue, Blackwell stated, 'The mass changes have been successfully implemented and we are in full production mode,' assuring investors that the company will ship more Blackwell units this quarter than previously forecasted.
According to Colette Kress, Chief Financial Officer, Nvidia, in the third quarter, 0.013 million 3000 GPU samples were shipped to customers. CEO Jensen Huang stated that Blackwell's shipments have already reached billions.NVDA"As evident from all the systems being built, Blackwell is in great shape," said Mr. Huang.
"As evident from all the systems being built, Blackwell is in great shape," said Mr. Huang.
ハンター・ウルフ・リサーチは「ブラックウェルはNVIDIAの将来の成長を牽引する上で有利な立場にあり、NVIDIAはデータセンター市場の急速な拡大から引き続き恩恵を受けるだろう」と述べた。
Nvidia ( NVDA ) はExpected in the third quarter.の収益が35 billion80 millionドルに達した。同社のデータセンター部門は30.7 billion70 millionドルでその大部分を占めた。ゲーム会社として長く知られていた同社のゲーム収益はわずか3.3 billionドルだった。同社の利益は19.3 billion10 millionドルだった。
Blackwell's chip gross profit margin is initially expected to be in the early 70% range, but Cres mentioned that it would rise to the mid-70% range as production expands.
The company's first AI-winning product was the H100 chip. The H100, announced in 2022, had a slow start until the AI boom in 2023 sparked a sharp increase in demand.
NVIDIANVDA) announced that the H200 chip, released last year, experienced the company's fastest-ever production increase. The company expects demand for the H series chips to continue for much of next year.
When the company first announced the H100 chip, quarterly revenue was only about 8 billion dollars. When they released the H200 chip, quarterly revenue was less than 20 billion dollars.
"Blackwell's production and demand are strong, and Ive's added that Jensen's very bullish comments on the conference call will be the focus of the street, leading the bears back to their caves. Blackwell symbolizes a new frontier for NVIDIA and the entire AI revolution.
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