Nvidia’s latest earnings report highlighted the sustainability of AI capital expenditures (CapEx) despite delays in the production of the highly anticipated Blackwell GPU. However, analysts remain confident in Nvidia’s AI strategy, with strong demand for Blackwell and continued growth driven by the Hopper GPU platform.
Nvidia has announced a delay in the production of its Blackwell GPUs, pushing back the start of full-scale shipments to the fourth quarter. The delay is attributed to changes in the GPU mask aimed at boosting production yields. Despite this, Nvidia expects substantial revenue from Blackwell in the final months of the year, and the company’s overall revenue outlook remains positive.
NVIDIA is set to unveil its powerful Blackwell GPU architecture at the Hot Chips conference, showcasing its unprecedented AI compute capabilities, massive memory bandwidth, and cutting-edge interconnect technologies. This presentation highlights NVIDIA’s relentless pursuit of pushing the boundaries of GPU design and performance.
