After a quarter where Nvidia’s sales nearly doubled, investors and analysts are wondering how long the chipmaker can keep this kind of growth going now that it has a $140 billion annual revenue run rate. Those hopes fall on Nvidia’s name for a family of server products based around its next-generation AI chip. According to sources, Blackwell sales over the next few quarters will be limited by how many chips and systems Nvidia can make.
After a quarter where Nvidia’s sales nearly doubled, investors and analysts are wondering how long the chipmaker can keep this kind of growth going now that it has a $140 billion annual revenue run rate. Those hopes fall on Nvidia’s name for a family of server products based around its next-generation AI chip. According to sources, Blackwell sales over the next few quarters will be limited by how many chips and systems Nvidia can make.