Morgan Stanley: Expects NVIDIA to produce 450,000 Blackwel AI GPUs in Q4

Zhitong
2024.09.26 01:59

Morgan Stanley analysts believe that despite current low production due to design issues, NVIDIA will produce approximately 450,000 AI GPUs based on the Blackwell architecture in the fourth quarter. If the company successfully sells these products, it could potentially generate over $10 billion in revenue

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