Nvidia's Blackwell GPU Set For Q4 Shipments — Jensen Huang Confirms Mask Change Completion And 'Incredible' Customer Anticipation
Portfolio Pulse from Ananya Gairola
Nvidia announced modifications to its Blackwell GPU mask to improve production yields, with shipments set for Q4. Despite exceeding revenue expectations, Nvidia's stock fell due to a perceived delay in Blackwell shipments.
August 29, 2024 | 2:18 am
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Nvidia's Blackwell GPU mask modifications aim to improve production yields, with shipments expected in Q4. Despite strong Q2 revenue, Nvidia's stock fell due to perceived delays in Blackwell shipments.
Nvidia's announcement of Blackwell GPU mask modifications and Q4 shipment plans initially seemed positive. However, the market reacted negatively due to perceived delays in shipments, causing a drop in stock price. The strong Q2 revenue was overshadowed by concerns over the timing of Blackwell shipments.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100