Over the past few weeks, the tech news airwaves have become literally choked with speculation surrounding the production cadence of NVIDIA’s latest GPU architecture, dubbed Blackwell. While NVIDIA had already laid a lot of consternation to rest during its recent earnings call, when it confirmed that the architecture’s minor design flaws were rectified via specific changes to the photomask, the true scale of the company’s oncoming production ramp-up is only now becoming visible, with Morgan Stanley expecting a 3x jump in the Blackwell production volume between Q4’24 and Q1’25. As our discerning readers would remember, Morgan Stanley had penned an […]
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