Nvidia prepares to launch Blackwell architecture with strong production support

Nvidia is preparing to launch its new Blackwell architecture, expected to ramp up production this quarter. This follows previous successful launches of the Ampere and Hopper architectures, which significantly boosted the company's data center revenue. The Blackwell launch is generating excitement due to its advanced features, including a powerful GPU and enhanced networking capabilities. Nvidia's extensive supply chain, involving numerous partners, is set to support high production levels and mitigate delivery risks. While Nvidia anticipates a slight dip in gross margin during the Blackwell rollout, it expects profitability to stabilize in the mid-70% range once production is fully ramped up. Major tech companies like Microsoft and Oracle are driving demand for Blackwell systems.