NVIDIA (NVDA. O) CFO: Blackwell production shipments are scheduled to begin in the fourth quarter of fiscal 2025 and will continue to increase in fiscal 2026.
NVIDIA (NVDA. O): Hopper and Blackwell systems are facing certain supply constraints, and Blackwell demand is expected to outstrip supply in several quarters of fiscal 2026.
Nvidia said Blackwell's revenue in the fourth quarter is expected to exceed previous estimates of billions of dollars, and Blackwell's gross margin will reach a mid-range level of 70% when production is at its peak. BLACKWELL production is running at full speed and will deliver more Blackwell chips than expected in the fourth fiscal quarter.
According to The Information, NVIDIA (NVDA. O) 's newly launched Blackwell AI chip has faced delays, and some customers are concerned they won't have enough time to get their new data centers up and running as companion servers overheat.
据The Information消息,英伟达(NVDA.O)新推出的Blackwell AI芯片已经面临延期,随着配套服务器出现过热问题,一些客户担心他们没有足够的时间启动并运行新的数据中心。
On October 17th, Megmeet announced that recently, the international leading technology company NVIDIA Corporation announced the relevant information and news of its Blackwell GB200 system development results on the official website. The article mentioned: Shenzhen Megmeet Electric joint stock company is also participating as one of more than 40 data center component providers. The cooperation project between the company and NVIDIA is a partnership formed based on cooperation willingness, which i...
NVIDIA (Nvda. O): Blackwell plans to start mass production in the fourth quarter.
NVIDIA (NVDA. O): Blackwell is expected to generate billions of dollars in sales in the fourth quarter.