Lates News

Keybanc analyst stated that the increase in chip shipments by Nvidia (NVDA.O) could drive strong performance and guidance in its upcoming quarterly report. Analysts expect Nvidia to ship nearly 30,000 Blackwell Ultra chips this year, leading to an increase in rack shipments. Analysts also noted that Nvidia's shipments of H200 chips to China could bring significant revenue, with an estimated contribution of $3.5 billion to $4 billion in the fourth quarter.