---
title: "Morgan Stanley: Expects NVIDIA to produce 450,000 Blackwel AI GPUs in Q4"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/215244774.md"
description: "Morgan Stanley analysts believe that despite current low production due to design issues, NVIDIA will produce approximately 450,000 AI GPUs based on the Blackwell architecture in the fourth quarter. If the company successfully sells these products, it could potentially generate over $10 billion in revenue"
datetime: "2024-09-26T01:59:11.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/215244774.md)
  - [en](https://longbridge.com/en/news/215244774.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/215244774.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/215244774.md) | [繁體中文](https://longbridge.com/zh-HK/news/215244774.md)


# Morgan Stanley: Expects NVIDIA to produce 450,000 Blackwel AI GPUs in Q4

Morgan Stanley analysts believe that despite current low production due to design issues, NVIDIA will produce approximately 450,000 AI GPUs based on the Blackwell architecture in the fourth quarter. If the company successfully sells these products, it could potentially generate over $10 billion in revenue

### 相关股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)

## 相关资讯与研究

- [Why Is Vanguard Total Stock Market ETF (VTI) Rising Today, 3/31/26?](https://longbridge.com/zh-CN/news/281211233.md)
- [Why Marvell stock jumped today](https://longbridge.com/zh-CN/news/281272092.md)
- [Why Nvidia And Tesla Are Suddenly Knocking On Samsung's Door](https://longbridge.com/zh-CN/news/280999748.md)
- [Nvidia Stock (NVDA) Braces for a Quick Snapback after a Rare Two-Quarter Losing Streak](https://longbridge.com/zh-CN/news/281360100.md)
- [OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO](https://longbridge.com/zh-CN/news/281236900.md)