NVIDIA announced that the new B200 chips using Blackwell architecture will be delayed. The chipmaker said some design flaws were discovered that required additional engineering work, delaying the launch by up to three months. Despite this, the company’s shares continue to rise.
NVIDIA Blackwell delayed but share prices rising
The B200 chip will host NVIDIA’s next generation GPUs for data centers and the server market. It was expected to start being released at the end of this quarter, but it was stated that the final decision was made at the beginning of next year.
Despite the delay, it seems to have little impact on NVIDIA’s shares. The company’s stock opened with a 3.33 percent increase today, after declining for about a month.
Experts predict Blackwell chips will account for about a third of NVIDIA’s server GPU sales this quarter. The company is also counting on demand for its Hopper-based chips to drive revenue.
NVIDIA actually wants to sell the Hopper series to customers waiting for B200 chips. In this way, he predicts that the demands for the new generation server GPU will increase.
NVIDIA shares have been declining over the past month. It lost its title as the world’s largest company by market value in June. According to Bloomberg data, the hardware giant’s stock price fell by 6.7 percent. This led to a decrease in market value of $220 billion.
So what do you think about this issue?
Source link: https://shiftdelete.net/nvidia-hisse-tahminleri-2024