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Nvidia’s Blackwell chip overheats ahead of Q3 earnings

Nvidia (NVDA) shares fall following reports of overheating issues with its Blackwell chips, ahead of the company’s third-quarter earnings report this Wednesday. Rosenblatt Securities senior research analyst Hans Mosesmann joins Market Domination Co-hosts Julie Hyman and Josh Lipton, sharing that some of the headwinds Nvidia is facing stems from the company’s push to advance technology at a faster pace than the supply chain can support. “The ramp, while delayed, is going to happen in the first half of next year,” Mosesmann explains. “They may lose unit market share, but value market share in terms of AI, we think grows.” To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Cindy Mizaku. Read More...

Nvidia (NVDA) shares fall following reports of overheating issues with its Blackwell chips, ahead of the company’s third-quarter earnings report this Wednesday.

Rosenblatt Securities senior research analyst Hans Mosesmann joins Market Domination Co-hosts Julie Hyman and Josh Lipton, sharing that some of the headwinds Nvidia is facing stems from the company’s push to advance technology at a faster pace than the supply chain can support.

“The ramp, while delayed, is going to happen in the first half of next year,” Mosesmann explains. “They may lose unit market share, but value market share in terms of AI, we think grows.”

To watch more expert insights and analysis on the latest market action, check out more Market Domination here.

This post was written by Cindy Mizaku.

Read More

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