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According to Huang, demand for Blackwell is “staggering”; Nvidia has so many orders it is struggling to keep pace. Despite this, demand for its current Hopper chips remains strong, and Huang indicated he believed orders would continue well into next year. According to CFRA Research analyst Angelo Zino, investors should manage expectations around guidance for Nvidia’s highly anticipated Blackwell launch.

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“Increased capex guidance from hyperscalers has further boosted confidence in near-term sales. We expect small volume shipments of Blackwell in fiscal 4Q, reaching full speed in 1Q26, though supply remains constrained,” Sobhani said. “Despite Nvidia’s technological leadership through CUDA and its first-mover advantage in AI infrastructure, there’s little room for execution missteps in 2025,” Bourne says. “Particularly given uncertainties around Blackwell’s rollout and increasing competition from both AMD and key customers’ in-house chip development efforts.”

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On Nov. 20, Nvidia reported financial results for its fiscal 2025 third quarter, showing stunning 94% year-over-year revenue growth. As of this writing, Nvidia stock berkshire hathaway letters to shareholders is up close to 200% year to date. Cloud service providers made up about half of Nvidia’s data center revenue in the quarter. It also said that industrial and robotic AI growth is beginning to accelerate. And in a truly incredible feat (despite its huge size), the company generated more in profits this quarter than it generated in revenue in the year-ago quarter. That is just something you do not see often with large companies.

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Nvidia rose just 0.5% after beating analysts’ estimates for profit and revenue yet again, but it was still the strongest force pulling the S&P 500 upward. It also gave a forecast for revenue in the current quarter that topped most analysts’ expectations due to voracious demand for its chips used in artificial-intelligence technology. The chipmaker beat on profit but forecast its slowest revenue growth in seven quarters as it noted supply chain issues. Those constraints will limit deliveries of the new flagship Blackwell chip, the company said — but will also How to buy holo on crypto com lead to demand outstripping supply into 2026. NVIDIA’s Compute & Networking segment provides a wide range of solutions for interconnect, AI/autonomous driving, cryptocurrency mining, robotics, Data Center platforms and accelerated computing.

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Nvidia CFO Colette Kress said that demand for Blackwell “is expected to exceed supply for several quarters in fiscal 2026.” Nvidia forecast fourth-quarter sales of $37.5 billion, plus or minus 2%, lining up with estimates of $37.1 billion. While the guidance was largely in line with estimates, it failed to surpass the most sky-high of analyst expectations. That suggests a revenue boost is just being pushed down the road until the issues ease, some analysts suggested, given the dearth of sizable competitors in AI chipmaking. US stocks whipsawed Thursday as investors digested Nvidia’s (NVDA) earnings and a tumble from Alphabet (GOOG, GOOGL) amid a Department of Justice move to break up its empire. Department of Justice called for sweeping punishments that would include restrictions preventing Android from favoring its own search engine.