DavidGraham
Veteran
NVIDIA's Blackwell production could nearly triple by Q1, rising from 250K-300K units in Q4 to 750K to 800K units in Q1 according to Morgan Stanley.
This is an increase from previous industry estimates for 200K in Q4 and 550K in Q1.
Analysts estimate NVIDIA's entry-level Blackwell GPU, the B100, will sell for $30,000–$35,000 per chip.
The premium GB200 "superchip," combining a Grace CPU and two enhanced B200 GPUs, is priced at an astounding $60,000–$70,000 per unit, according to HSBC.
This is an increase from previous industry estimates for 200K in Q4 and 550K in Q1.
Analysts estimate NVIDIA's entry-level Blackwell GPU, the B100, will sell for $30,000–$35,000 per chip.
The premium GB200 "superchip," combining a Grace CPU and two enhanced B200 GPUs, is priced at an astounding $60,000–$70,000 per unit, according to HSBC.
