News Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker

[Admin]

Nvidia expected to produce nearly half of a million Blackwell GPUs in the fourth quarter alone, analysts from Morgan Stanley believe.

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker : Read more

 

[JRStern]

450k? This just sounds so wrong. How many go to the top three customers, about 400k?
That's if they actually take them, what are the penalties for order cancellation?

 

[pyao88]

Power plants need to keep up with the demand....