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Nvidia (Nvda) On Wednesday, the latest Blackwell AI chips in the fourth quarter of $ 11 billion in revenue, they have reached our total production.
“Fixed Blackwell Architecture in Fiscal 2025 in the fourth quarter, the fastest product ramp in the history of our company,” said Nvidia Cfo Colettey Kress comments It results in Wednesday on Wednesday.
See live: Nvidia save concepts, call tracks and deep analysis
“Blackwell sales are led by great cloud service providers representing about 50% of the revenues of the information center.”
Nvidia Exceeded the four-quarter earnings High expectations of Wall Street.
Chipmer, $ 39.3 billion earnings, $ 35.2 billion worth $ 35.6 billion, reaching $ 35.6 billion, reaching $ 35.6 billion, $ 34.1 billion income.
AI Chipmer has earned a share of $ 0.89, a share of more than $ 0.84.
CEO Jensen Huang Said in a separate statement“In the first quarter, the billions of dollars were on sale and have successfully rated massive production of Blackwell AI supercomputers.”
Fear of Blackwell delays after comment.
Production of mass server racks using the latest AI plugs of NVIDIA, the best customers of NVIDIA – Microsoft (Msft), Amazon (Amzn), Google (Goog) and meta (Meta) – To cut orders of Blackwell products.
The only remaining four clients (known as Hyperscalers), Davidson assessed the $ 44 billion worth of NVIDIA GPU in 2024 calendar years.
My ever-ari analyst Mark Lipacis suggested in a note at the beginning of this week Blackwell production can be withdrawn from mid-2025. NVIDIA’s statements addressed such concerns on Wednesday.
Based on Q4 numbers and management, it seems like a demand for Blackwell … is very strong and Hypersabi from Hypersabi, “Ali Mogharabi,” Yahoo finance interview in Yahoo finance.
In the call of the company’s call, the Hyperscalers are twice the year, “Great CSPs), Azure, GCP Products, with cloud areas (Blackwell) systems,” Big CSPs (Blackwell “infrastructure) became the first.”
