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