Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 Earnings

Summary:

  • Blackwell with CoWoS-L packaging seeks to increase yields by circumventing a silicon monolithic interposer, and instead, will use an interposer with higher yields to help package the processing and memory.
  • According to Super Micro’s earnings report, the company’s direct liquid cooling capacity grew 50% month-over-month from 1,000 racks per month to 1,500 racks per month.
  • As of now, there’s a disconnect between next fiscal year’s revenue estimates of $167 billion and the $210 billion in GB200s alone expected to ship next year.

Nvidia headquarters in Santa Clara, California, USA

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Bulletproof Nvidia Corporation (NASDAQ:NVDA) showed an unusual bout of weakness this past month following a report from The Information that Nvidia’s new AI chips are delayed. The report asserts that Nvidia’s upcoming artificial intelligence chips will


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