GM Takes $6 Billion EV Write-Down as Electric Vehicle Demand Slows in the U.S. 
FCC Exempts Select Foreign-Made Drones From U.S. Import Ban Until 2026 
Discord Confidentially Files for U.S. IPO, Signaling Major Milestone 
Allegiant to Acquire Sun Country Airlines in $1.5 Billion Deal to Expand U.S. Leisure Travel Network 
xAI Cash Burn Highlights the High Cost of Competing in Generative AI 
Lenovo Unveils AI Cloud Gigafactory With NVIDIA and Launches New AI Platform at CES 2026 
Intel Unveils Panther Lake AI Laptop Chips at CES 2025, Marking Major 18A Manufacturing Milestone 
OpenAI Sets $50 Billion Stock Grant Pool, Boosting Employee Equity and Valuation Outlook 
Nvidia Appoints Former Google Executive Alison Wagonfeld as First Chief Marketing Officer 
China’s AI Sector Pushes to Close U.S. Tech Gap Amid Chipmaking Challenges 
Trump Considers Starlink to Restore Internet Access in Iran Amid Protests 
Hanwha Ocean Shares Rise on Plans to Expand U.S. Shipbuilding Capacity 
SK Hynix Shares Hit Record High as AI Memory Demand Fuels Semiconductor Rally 
FCC Approves Expansion of SpaceX Starlink Network With 7,500 New Satellites 
Dell Revives XPS Laptop Lineup With New XPS 14 and XPS 16 to Boost Premium PC Demand 
Samsung Electronics Poised for Massive Q4 Profit Surge on Soaring Memory Chip Prices 
Mercedes-Benz to Launch Advanced Urban Self-Driving System in the U.S., Challenging Tesla FSD 
Morgan Stanley expects NVIDIA to ship 450,000 Blackwell chips in Q4 2024, generating around $10 billion in revenue. Despite minor technical challenges, the production ramp-up is set to drive significant growth, as demand for NVIDIA's H200 chips also remains strong.
NVIDIA's Blackwell Chips Expected to Boost Revenue, Production Ramp-Up Set for Late 2024
In the past few weeks, Wall Street has rapidly shifted its attention from concerns regarding NVIDIA's peaking margins to the excitedly incorporating the Blackwell production ramp-up into its bullish outlook. The GPU manufacturer's most recent flagship product is expected to generate a substantial increase in revenue, as the market currently anticipated.
To provide context, allegations of a design flaw in NVIDIA's Blackwell architecture had dominated discussions throughout the summer, with analysts predicting that resolving the issue would postpone the Blackwell production ramp-up until 2025. Nevertheless, NVIDIA acknowledged the existence of a minor design defect in its June-ending quarterly earnings announcement.
The company reassured investors that the flaw had been resolved by making minor adjustments to the photomask, a critical template used to create patterns on semiconductor wafers. It is crucial to note that the organization anticipated the commencement of Blackwell product shipments in the December-ending quarter, in addition to the expansion of its Hopper chip shipments.
Morgan Stanley Predicts $10 Billion Revenue from 450,000 Blackwell Chips in Q4 2024 for NVIDIA
According to Wccftech, Wall Street is surpassing NVIDIA's cautious guidance. Morgan Stanley recently disclosed that it anticipates that NVIDIA will manufacture 450,000 Blackwell processors in the December-ending quarter, which is expected to generate an estimated $10 billion in revenue from this architecture alone.
"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."
Morgan Stanley acknowledges that NVIDIA is still addressing a few "technical challenges" with its GB200 server racks; however, it refers to these as part of the "normal debugging process for new product launches." Moreover, Morgan Stanley remains optimistic about the ongoing robust demand for NVIDIA's H200 chips, propelled by expanding the capacity of smaller cloud service providers and sovereign AI projects.
