Nvidia's Blackwell Chip Revenue Could Hit $6 Billion Next Quarter: Analyst
Nvidia's Blackwell Chip Revenue Could Hit $6 Billion Next Quarter: Analyst
NVIDIA Corp. (NASDAQ:NVDA) will report its third-quarter results next week. Morgan Stanley analyst Joseph Moore previewed what's ahead for the company in 2025 and beyond.
英伟达公司（纳斯达克股票代码: NVDA）将于下周发布其第三季度业绩。 摩根士丹利分析师Joseph Moore预览了英伟达在2025年及其之后的展望。
The Details: Moore expects another "very good" quarter for Nvidia when the company reports on Nov. 20 after the closing bell. According to Benzinga Pro, the Street consensus estimate is for earnings of 74 cents per share on revenue of $32.937 billion for the third quarter.
详情：摩尔预计英伟达在11月20日收盘后发布业绩时将再次迎来“非常不错”的一个季度。 根据Benzinga Pro的数据，街头普遍预计第三季度每股收益为74美分，营业收入为329.37亿元。
Nvidia is fully supply-constrained on new products, which could limit the potential upside for the current quarter and the company's outlook, the Morgan Stanley analyst said. Yet Moore said investors can expect several billion from Blackwell chips alone in the January quarter and fingered a more precise figure of between $5 billion and $6 billion in Blackwell revenue.
根据摩根士丹利分析师的说法，英伟达全面受到新产品供应限制，这可能限制当前季度以及公司展望的潜在增长。然而，摩尔表示投资者可以期待单单来自Blackwell芯片就能在1季度中获得几十亿美元，他对Blackwell营收的更精确数字介于50亿至60亿美元之间。
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Blackwell is now sold out into next October's quarter, Moore said. He raised the sequential growth forecast and price target on the stock. On Monday, Morgan Stanley maintained Nvidia as a Top Pick with an Overweight rating and raised the price target from $150 to $160.
摩尔表示，Blackwell目前已在明年10月季度销售一空。 他提高了股票的顺序增长预测和目标价。 上周一，摩根士丹利维持英伟达为首选品种，并将目标价从150美元上调至160美元。
Nvidia has several possible new revenue drivers in the coming years that could include AI PCs, autonomous vehicles, software and robotics. The analyst highlighted a scenario where Nvidia's autonomous vehicle solutions could "take off" and contribute recurring, per car licensing revenue for the company.
未来几年，英伟达有几个可能的新的营收增长点，包括人工智能个人电脑、自动驾驶汽车、软件和机器人。该分析师强调了一个情景，即英伟达自动驾驶汽车解决方案可能会“蓬勃发展”，为公司贡献重复性的、按车的许可营收。
Moore sees Nvidia's Data Center business driving much of its growth over the next five years as the company's AI and machine learning hardware solutions have become some of the most important in the industry. The analyst said Blackwell's availability further cements Nvidia leadership position in training workloads as "demand signals show no signs of moderating."
摩尔认为，在接下来的五年中，英伟达的idc概念业务将驱动其大部分增长，因为该公司的人工智能和机器学习硬件解决方案已成为行业中最重要的部分之一。 该分析师表示，Blackwell的可用性进一步巩固了英伟达在训练工作量方面的领先地位，因为“需求信号没有减弱的迹象”。
NVDA Price Action: According to data from Benzinga Pro, Nvidia shares are down 1.64% at $145.21 at the time of publication Monday.
NVDA价格走势：根据Benzinga Pro的数据，截至本周一发布时，英伟达股价下跌1.64%，报145.21美元。
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Image: Shutterstock
图片：shutterstock
