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Nvidia shares rose 2.5 percent early Wednesday as investors reacted to a report showcasing significant production progress on the Blackwell NVL system. The update reinforced expectations for strong GPU momentum in the coming years.
Blackwell NVL Update Fuels Nvidia Stock Gains
During the pre-market trading session on Wednesday, shares of Nvidia Corporation increased by 2.5% as a result of a favorable industry update provided by Trendforce, Investing.com reports.
With the Blackwell NVL / GB200 system in particular, the study painted a positive picture of Nvidia's manufacturing efforts. Partially as a result of this, Nvidia stock rose Wednesday, reaching levels below $130/share for the first time since October.
Despite talk of setbacks caused by cooling and heat control concerns, the Trendforce report states that manufacturing of the Blackwell NVL/GB200 system is proceeding as planned. It went on to say that the second and third quarters of 2025 are when output is expected to hit its peak.
Conservative Revenue Guidance Sparks Speculation
"I feel like NVDA stock definitely already discounts at least some of this delay / push out and is why rev guide for Jan qtr was conservative and BELOW the buyside whispers of $39-40B," Jordan Klein, a Mizuho TMT expert, said.
The fact that investors appear to have responded favorably to the announcement may help to assuage fears of production difficulties.
In light of the possible production delays, Klein further speculated that Nvidia had strategically issued conservative revenue forecast for the January quarter, setting it below projections of $39-40 billion.
GPU Momentum Expected to Grow in 2025
"Our recent supply chain discussions indicate Nvidia’s cowos foundry capacity allocation is expected to grow to 60% in 2025 from 56% in 2024, pointing to continued GPU momentum in 2025," Atif Malik, an analyst at Citi, wrote.
The shares of Nvidia have increased by 163% so far this year.
