Where Will Nvidia Be 24 Months After the Blackwell Launch? Here's What History Says.

About a year ago, Nvidia (NASDAQ: NVDA) was facing one of its biggest moments ever. The artificial intelligence (AI) chip giant was launching its new Blackwell architecture, a system that was being met with "insane" demand as CEO Jensen Huang told CNBC at the time. The company announced Blackwell in March 2024 and the fourth quarter of the year was the first to include Blackwell revenue.Blackwell was to be the first release of a new routine for Nvidia: launching chip or entire platform updates on an annual basis. Since that time, this new architecture has helped Nvidia's earnings roar higher, with Blackwell data center revenue climbing 17% in the most recent quarter from the previous one. In the report, Huang said, "The AI race is on, and Blackwell is the platform at its center." Meanwhile, Nvidia stock has reflected all of this, advancing 40% so far this year.Now, it's logical to wonder where Nvidia will be as this story progresses, for example, 24 months after the Blackwell launch. Here's what history says.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool