Nvidia says it will ship both Blackwell and Rubin architectures going forward, while currently facing certain supply constraints. The statement follows the company's Q2 earnings beat and raised guidance, with Vera Rubin already in full production.
Sentimentbearish 35
Bearish · 35 of 100
Impact40
low · stays off the top drivers
Confidence55%
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Eventdeveloping
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Nvidia to ship both Blackwell and Rubin systems, cites supply constraintsbearish 35 · impact 30
NVIDIA $NVDA TOOK A $400M H200 CHARGE IN H1 AS DEMAND DIMINISHED, CITING EXCESS INVENTORY AND PURCHASE OBLIGATIONS
Nvidia incurred $400M charge in first half from excess H200 inventorybearish 35 · impact 40 · this page
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