NVIDIA’s Blackwell GPUs, designed for next-gen AI training and inference, are in high demand from industry giants like Google, Meta, and Microsoft, resulting in a 12-month sellout. Despite delays due to packaging issues, production is underway and NVIDIA expects to gain market share in 2025 despite competition from AMD and Intel.
AMD has announced its next-generation MI350 chip, designed to compete with Nvidia’s upcoming Blackwell system. This chip, built on CDNA 4 architecture, promises to deliver up to 35 times better inference performance than its predecessors and will ship in the second half of 2025. This move highlights the intensifying competition in the AI chip market, where AMD aims to become the ‘end-to-end AI leader’ within the next decade.
Taiwanese tech giant Foxconn is set to construct the world’s largest manufacturing facility for Nvidia’s powerful GB200 chip, aimed at meeting the skyrocketing demand for the company’s Blackwell platform, which is driving the AI revolution. The move highlights Foxconn’s commitment to the AI market and its ability to meet the challenges of producing high-performance AI chips.
According to recent rumors, NVIDIA’s upcoming GeForce RTX 5090 Laptop GPU will feature a whopping 24GB of GDDR7 memory, a significant upgrade from the previous generation. This powerful GPU, based on the Blackwell architecture, is expected to launch in late Q1 or early Q2 2025, potentially alongside a 16GB RTX 5080 variant. The rumor mill also suggests NVIDIA might initially release desktop RTX 5080 and 5090 models with traditional 2GB GDDR7 modules, later transitioning to the larger 3GB modules for the 24GB laptop variant.
BofA Securities analyst Vivek Arya reiterates a Buy rating on Nvidia (NVDA) with a $165 price target, citing robust growth opportunities in gaming and data center markets. Despite challenges like Blackwell delays and regulatory scrutiny, Arya believes Nvidia’s long-term potential in AI and its new Blackwell chip remains strong.
Nvidia’s new Blackwell AI chips, designed to be larger and more powerful than their predecessors, are facing manufacturing challenges, impacting profit margins and production yields. Despite these hurdles, analysts remain optimistic about Nvidia’s future, citing strong demand for its chips in the data center and generative AI markets.
Supermicro, a major NVIDIA partner, has acknowledged a delay in the release of NVIDIA’s upcoming Blackwell AI GPUs, but assured customers that its liquid-cooled Hopper H200 AI GPUs will serve as a viable alternative. Supermicro CEO Charles Liang downplayed the impact of the delay on AI server makers and the market, stating that it’s a common occurrence for new technology to experience slight delays.
NVIDIA has acknowledged production yield issues with its new Blackwell AI GPUs, leading to a delay in the B100 launch. The company will re-spin the Blackwell tile and introduce a revised B200A for enterprise customers, while prioritizing the B200 for hyperscale deployments. These developments underscore the challenges associated with advanced chip design and manufacturing.
This analysis delves into the upcoming Nvidia earnings, focusing on the impact of its Blackwell guidance on the stock market and the broader economic landscape. It also examines money flows, smart money actions, and the outlook for Bitcoin, providing insights for investors navigating current market conditions.
Nvidia, the leading chipmaker and AI powerhouse, is set to release its second-quarter earnings report on Wednesday. While analysts anticipate strong revenue growth driven by robust demand for AI accelerators, concerns linger about potential delays in the Blackwell 200 chip, which could impact profitability.
