Supply-Chain Checks See Nvidia Q1 Revenue at $82 Billion, Blackwell Ships in Volume
A Taiwan media report cited Nvidia supply-chain partners as expecting the chipmaker to post first-quarter revenue of about $82 billion when it reports on May 20, above the roughly $80 billion the market expects. The report added that second-quarter guidance could be around $90 billion.
Server makers said Nvidia’s Blackwell GB200 and Blackwell Ultra GB300 NVL72 liquid-cooling racks are already shipping in volume, while Vera Rubin production is expected to begin ramping in the fourth quarter. That supply-chain outlook points to record full-year revenue for Nvidia.
From the sources (3 posts)
@zephyr_z9"Rubin’s N3 wafer was partly shifted to Vera Rubin 2300W unchanged" Interesting
@jukan05GF Overseas Electronics & Communications NVIDIA (NVDA Buy): Earnings Preview — Product Mix Offsets the Impact of Rubin Delay Reiterate Buy rating; target price modestly raised to $308: Driven by rising market expectations ahead of the upc
@dnystedtNvidia’s supply chain partners in Taiwan see its first quarter (Q1) revenue hitting US$82 billion, higher than the US$80B the market expects, when the chip giant announces results May 20 (today), media report, adding Q2 guidance could be $9