Morgan Stanley Thinks Blackwell Chips Could Generate $10 Billion in Sales for Nvidia by Q4. Here's 1 Other Figure I'm More Interested to See.

Over the last couple of years, investors have listened to countless executives explain how Nvidia's (NASDAQ: NVDA) H100 and H200 graphics processing units (GPUs) were helping power a new wave of artificial intelligence (AI) development. Those chips, built on its Hopper architecture, have been in heavy demand.Today, though, Nvidia is inching closer to the release of GPU using its next-generation architecture -- dubbed Blackwell. Early demand trends -- and some estimates published by investment bank Morgan Stanley -- suggest that Blackwell will rapidly become a monster seller for Nvidia. Yet as interesting as its early sales results may be, there's another metric for Nvidia that I'm more interested in seeing by year's end.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool