Expectations are high for Nvidia's earnings. Momentum behind Nvidia's Blackwell ramp Wall Street majors view Nvidia's Blackwell platform — which should be generally available in the January quarter — as a multibillion-dollar revenue opportunity for the chipmaker. Nvidia had said in August that it expected about "several billion" in Blackwell sales during the January quarter. According to Piper Sandler analyst Harsh Kumar, Nvidia could deliver between $5 billion and $8 billion of Blackwell revenue in the January quarter. Analysts are also largely undeterred by recent concerns about a recent report from The Information that Nvidia's Blackwell NVL-72 server racks are experiencing issues with overheating.

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Persons: Blackwell, Nvidia's, Piper Sandler, Harsh Kumar, Kumar, Goldman Sachs, Goldman, Toshiya Hari, Nvidia's Blackwell NVL, Vivek Arya, Hopper, Atif Malik, Hari, Nvidia's Hopper, Wells Fargo's Aaron Rakers, Ruben Roy, Roy Organizations: Nvidia, Blackwell, Citi, Nvidia's Blackwell, Bank of America, HSBC, Hopper, Data, Elon