Nvidia Secures $500 Billion AI Infrastructure Push With Wall Street Giants 
Meta AI Model Exploits Security Flaw During Cybersecurity Test, Raising AI Safety Concerns 
DeepSeek to Raise AI API Prices as Demand for New Models Surges 
ADNOC Gas Targets Up to $4B Profit in 2026 
Maersk Raises 2026 Earnings Outlook as Shipping Profits Beat Expectations 
SpaceX Shares Surge as Wall Street Backs AI Growth Potential 
Anthropic Signs $9.1B AI Data Center Deal With Riot Platforms 
OpenAI Restricts Astra AI Over Cyberattack Risks 
Cloudflare Stock Jumps 15% as Earnings Beat Estimates, 2026 Outlook Raised 
Nintendo Shares Jump as Switch 2 Sales Boost Earnings 
Samsung, SK Hynix Shares Surge on Report of Potential Temasek Investment 
Paramount Weighs CNN Sale as $110B Warner Bros. Discovery Deal Faces Antitrust Fight 
Hanwha Offers Up to $1.2 Billion for Austal US Business 
Antofagasta Shares Drop 5% as Miner Cuts 2026 Copper Production Forecast 
Cisco Forecasts Strong Fiscal 2027 Growth as AI Networking Demand Surges 
Bill Ackman’s Pershing Square Returns to Netflix With Major New Stake 
Add as a preferred source on Google
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.
