$NVIDIA (NVDA.US)$ On the news front, analyst Guo Mingchi fr...

$NVIDIA (NVDA.US)$ On the news front, analyst Guo Mingchi from TF International Securities recently released information on the industry chain orders of nvidia's Blackwell GB200 chip, showing that microsoft is currently the largest GB200 customer in the world. In the fourth quarter of this year, the order volume surged 3-4 times, exceeding the total order volume of all other cloud computing service providers.

Guo Mingxi stated in the new report that the capacity expansion of the Blackwell chip is expected to start in the early fourth quarter of 2024, with estimated shipping volume between 0.15 million to 0.2 million pieces. It is forecasted that the shipping volume in the first quarter of 2025 will significantly increase by 200% to 250%, reaching 0.5 million to 0.55 million pieces.