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Morgan Stanley: NVIDIA To Earn $10 Billion In Revenue From Blackwell Chips Alone In Q4 2024

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NVIDIA

Wall Street is rapidly pivoting away from gnashing its proverbial teeth over NVIDIA's peaking margins just a few weeks back to now rushing to incorporate the Blackwell production ramp-up in its collective bullish thesis, replete with expectations of a phenomenal surge in revenue from the GPU manufacturer's latest flagship product. For the benefit of those who might not be aware, the rumors of a Blackwell architecture design flaw had dominated the narrative around NVIDIA throughout the summer, with analysts contending that the flaw's rectification would relegate the Blackwell production ramp-up to a predominantly calendar year 2025 phenomenon. Then, while announcing […]

Read full article at https://wccftech.com/morgan-stanley-nvidia-to-earn-10-billion-in-revenue-from-blackwell-chips-alone-in-q4-2024/

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