From TheStreet,com, October 8:
Analysts update outlook for Nvidia's Blackwell chips amid AI boom
Nvidia's new Blackwell processors, a key development in the AI tech race, will soon be a big driver of profit growth.
....Morgan Stanley analysts, in a note published Tuesday, were upbeat on Blackwell's potential impact on the group's top line heading into the final months of the year.
"According to our checks of the GPU-testing supply chain, Blackwell chip output should be around 250,000-300,000 in [the fourth quarter], contributing $5 billion to $10 billion in revenue, which is still tracking [Morgan Stanley lead analyst] Joe Moore's bullish forecast."
The note also suggested that Blackwell production would soon outpace that of Nvidia's legacy Hopper chips, perhaps as early as the start of next year.
"Blackwell chip volume may reach 750,000 to 800,000 units, up almost 3 times from [the fourth quarter]," the investment bank said....
....MUCH MORE
With a few minutes to the open of the regular session the stock is at $130.11 up $2.39 pre-market.
