On Monday, Nvidia rose more than 2% to another record high of 141.18 US dollars/share, with a total market capitalization of 3.5 trillion US dollars. According to the news, Tianfeng International Securities analyst Guo Mingyi recently released industry chain order information for Nvidia's Blackwell GB200 chip, showing that currently Microsoft is the world's largest GB200 customer. The number of orders surged 3-4 times in the fourth quarter of this year, which exceeds that of all other cloud service providers combined. Guo Mingyi said in a new report that Blackwell chip production capacity expansion is expected to begin in the early fourth quarter of 2024. Shipments in the fourth quarter are expected to be between 150,000 and 200,000 pieces. Shipments are expected to increase significantly by 200% to 250% in the first quarter of 2025, reaching 500,000 to 550,000 yuan.

Zhitongcaijing · 10/21 14:17
On Monday, Nvidia rose more than 2% to another record high of 141.18 US dollars/share, with a total market capitalization of 3.5 trillion US dollars. According to the news, Tianfeng International Securities analyst Guo Mingyi recently released industry chain order information for Nvidia's Blackwell GB200 chip, showing that currently Microsoft is the world's largest GB200 customer. The number of orders surged 3-4 times in the fourth quarter of this year, which exceeds that of all other cloud service providers combined. Guo Mingyi said in a new report that Blackwell chip production capacity expansion is expected to begin in the early fourth quarter of 2024. Shipments in the fourth quarter are expected to be between 150,000 and 200,000 pieces. Shipments are expected to increase significantly by 200% to 250% in the first quarter of 2025, reaching 500,000 to 550,000 yuan.