Morgan Stanley Details What Caused NVIDIA’s Blackwell Hiccup, Asserts That The Blackwell Production Ramp-Up Appears “Quite Strong”

Given the quantum of fund inflows into AI-related investment themes, Wall Street appears laser-focused on NVIDIA's Blackwell production ramp-up as a guarantor of sorts for the secular AI tailwind. Today, Morgan Stanley has penned yet another note on NVIDIA's latest GPU architecture, this time choosing to divulge some additional information regarding what exactly caused a production bottleneck over the summer. As we've noted in previous posts, NVIDIA had confirmed the rumors of a minor Blackwell design flaw during its recent earnings call, but assured investors that the resulting low-yields issue was rectified by implementing a few minor changes to the […]

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