Nvidia avoided the selloff many on Wall Street feared, in part because of another blowout earnings beat. Perhaps more important, the world’s largest company had plenty of good things to say about its next-generation offering of graphics processing units—the chips at the heart of the AI boom. On the company’s Q3 earnings call, CEO Jensen Huang said the rollout of the new platform, known as Blackwell, has avoided major issues and will start boosting the company’s top line ahead of schedule.
On the call, Huang brushed aside reported engineering snags, saying Nvidia is on track to outdo its prior Q4 estimates for Blackwell sales (he’s previously said the platform will initially account for several billion dollars in additional revenue). Huang touted ravenous demand for the new offering, which promises to dramatically boost AI data center performance.
