Analysts from Morgan Stanley believe that despite low yields caused by a significant yet easy-to-fix design issue, Nvidia will produce around 450,000 AI GPUs based on the Blackwell architecture. If the information is accurate and the company manages to sell these units this calendar year, this could translate into a revenue opportunity of over $10 billion.
"Blackwell chips are expected to see 450,000 units produced in the fourth quarter of 2024, translating into a potential revenue opportunity exceeding $10 billion for Nvidia," analysts from investment bank Morgan Stanley wrote in a note to clients, reports The_AI_Investor, a blogger that tends to have access to this kind of notes.
