UBS says that Nvidia $NVDA could see $9 billion in Blackwell

UBS says that Nvidia $NVDA could see $9 billion in Blackwell revenue in Q4, up from its prior view for $5 billion in revenue, with supply chain capacity able to handle up to $14 billion for the quarter.

— Beth Kindig (@Beth_Kindig) January 21, 2025

$NVDA Investor concerns focus on supply chain challenges and the ramp-up of Blackwell server racks.

UBS notes, "Blackwell chipset/compute board yields have improved, with a rapid shift in mix from Hopper to Blackwell in FQ4 (Jan) and FQ1 (Apr)."

The firm also highlights…

— Ciril Hajdinjak (@cirhaj) January 21, 2025