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How big is the impact on nvidia due to the delayed release of the new ai chip?
According to analysts' predictions, after the delay in the release of the B200 chip, the price may be set between $0.03 million and $0.04 million. The quarterly shipments as of January 2025 are expected to reach about 32,500 units, contributing $3 billion in revenue, accounting for 9% of the total expected revenue for the quarter.
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Wall Street questions Silicon Valley's expenditure on AI and accuses them of creating a huge bubble; Silicon Valley responds by saying: you don't understand, AI is the future. The more technology giants invest in expanding their capital expenditures in AI, the more bullish it is for Nvidia.
