Nvidia’s supply chain partners in Taiwan see its first quarter (Q1) revenue hitting US$82 billion, higher than the US$80B the market expects, when the chip giant announces results May 20 (today), media report, adding Q2 guidance could be $90 billion. Server makers say Nvidia’s Blackwell (GB200) and Blackwell Ultra (GB300) NVL72 liquid cooling racks are already shipping in volume, and Vera Rubin production will begin ramping up in the 4th quarter. Nvidia is seen posting full-year record high revenue. $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) #semiconductors #VeraRubin #GraceBlackwell
Source: Dan Nystedt
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