Management expects to ship more Blackwell chips over the next few quarters, as production ramps up. This seems to suggest Blackwell may not fully hit its stride in terms of revenue contribution until the middle of the year. The consensus estimate has Nvidia's revenue growing 49% in fiscal 2026 (which ends in January).

An enhancement of Nvidia’s networking architecture is notable as the company continues to dominate data center markets.

Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond. Read why I remain bullish on NVDA stock.

When Blackwell has reached full production, Nvidia predicts gross margin will settle around the mid-70% level, possibly in the second half of next year. That level of profit on sales, along with solid revenue growth quarter after quarter, could make Nvidia -- and its investors -- major winners in this AI revolution.

Nvidia (NASDAQ:NVDA) has become the world's most valuable company, surpassing the likes of Microsoft (MSFT) and Apple (AAPL), on the back of its artificial intelligence chips. And its latest generation of Blackwell chips could be its biggest moment yet.

Nvidia’s next generation Blackwell GPU production will ramp over the next few quarters, but the company said it won't be able to meet all of the demand from its customers. “We completed a successful mask change for Blackwell,

Demand for its GPUs has skyrocketed ever since the AI arms race kicked off, and Nvidia has benefited more than any other company in the market. This was on full display in Q3, as revenue rose 94% year over year to $35 billion,

As of the time of writing, shares are down by around 3% despite better-than-expected third-quarter earnings and a buoyant market for artificial intelligence (AI) hardware. Despite being the largest company in the world with a market cap of $3.