US Judge Rejects $2.36B Penalty Bid Against Google in Privacy Data Case 
American Airlines Plans Return to Venezuela Flights After U.S. Lifts Ban 
Bob Iger Plans Early Exit as Disney Board Prepares CEO Succession Vote 
Apple Earnings Beat Expectations as iPhone Sales Surge to Four-Year High 
Nvidia’s $100 Billion OpenAI Investment Faces Internal Doubts, Report Says 
Toyota Retains Global Auto Sales Crown in 2025 With Record 11.3 Million Vehicles Sold 
Elon Musk’s Empire: SpaceX, Tesla, and xAI Merger Talks Spark Investor Debate 
NVIDIA, Microsoft, and Amazon Eye Massive OpenAI Investment Amid $100B Funding Push 
Apple Forecasts Strong Revenue Growth as iPhone Demand Surges in China and India 
Sandisk Stock Soars After Blowout Earnings and AI-Driven Outlook 
Federal Judge Signals Possible Dismissal of xAI Lawsuit Against OpenAI 
Google Disrupts Major Residential Proxy Network IPIDEA 
Boeing Secures New Labor Contract With Former Spirit AeroSystems Employees 
Pentagon and Anthropic Clash Over AI Safeguards in National Security Use 
ASML’s EUV Lithography Machines Power Europe’s Most Valuable Tech Company 
Trump Threatens Aircraft Tariffs as U.S.-Canada Jet Certification Dispute Escalates 
C3.ai in Merger Talks With Automation Anywhere as AI Software Industry Sees Consolidation 
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.
