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Nvidia's Blackwell era will test the world's most valuable company in a highwire act
- Nvidia's new flagship AI chip, Blackwell, is crucial for their next growth phase.
- Investors had mixed reaction to their earnings despite reporting $35.1 in their third quarter revenue.
- To deliver with Blackwell and keep up growh momentum, Nvidia has to juggle performance expectations and complex supply chains.
- The company looks set to end the year as confidently as it started. But the next year will significantly depend on Blackwell's performance.
- Blackwell is a complex and flexible system, that will have to adapt and cater to a wide range of needs from its various users.
- Meeting demand for Blackwell will mean efficiently orchestrating an incredibly complex and widespread supply chain.
- In response to a question from Goldman Sachs analyst Toshiya Hari, Huang reeled off a near-endless list of suppliers contributing to Blackwell production.
- All eyes are on the performance of the next-generation AI chip as AI companies race to entice their own backers with smarter models.
- Nvidia committed itself to a 'one-year rhythm' of new chip releases and will need to showcase a vastly more powerful variety of GPUs whilst also matching customer demand.
- For now, investors appear to be waiting to see how Blackwell performs before making any significant movements, with Nvidia's share price down less than a percentage point.
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