Chief Investment Strategist
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Nvidia's Blackwell chips are set to make a major impact, with billions of dollars in shipments expected to start in Q4 (quarter ending January 2025). The Blackwell family includes the B200 GPU and the GB200 system, succeeding the Hopper H100 series.
Here's how Blackwell differentiates itself:
Leading tech giants like Alphabet, Microsoft, and Meta Platforms are set to be early adopters of Nvidia's Blackwell GPUs. These companies plan to integrate Blackwell into their AI infrastructure to power various applications—from AI-driven search and social media algorithms to advanced cloud services.
Some examples include:
Other industries stand to gain significantly from Blackwell's advancements:
Despite its potential, Blackwell faces several risks:
Nvidia's Blackwell chips represent a major leap in AI computing, positioning Nvidia as a leader in the AI “gold rush.” For long-term investors, Nvidia's role as a key enabler in AI infrastructure offers substantial potential, despite the associated risks.
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