CNBC Today On NVIDIA, NVIDIA Stock, Blackwell Delay - NVDA Update

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CNBC Today On NVIDIA, NVIDIA Stock, Blackwell Delay - NVDA Update

Hosts of CNBC discuss NVIDIA, NVIDIA stock (NVDA stock), and the delay of Blackwell (NVIDIA's latest chip architecture). This comes after The Information published an article saying that NVIDIA's Blackwell is delayed. We did not know if that article was true or not, and an NVIDIA spokesperson reportedly said that Blackwell production is prepared to ramp in the second half of this year. Then this past Tuesday, Super Micro reported earnings. Super Micro's CEO said that they may see some Blackwell chips in Q4 of this year, but they do not expect to see substantial volume from Blackwell until Q1 of 2025. This may be our answer for now until NVIDIA reports earnings on August 28. Let's talk about NVIDIA stock, the rest of the stock market, and give an NVDA update.

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Stay away from anything crypto-related in the comments!!!
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RealFinVid
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Anyone support a $156 12- mo price target?

holyhustles
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45% growth on TSM YoY and 30% vs last month… about to go on a massive bull run.
$NVDA $TSM $SMTC

the_starlinkway
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Was happy to pay $98 a share hopefully I can get it cheaper

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