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NVIDIA's AI Accelerator: Blackwell's Impact
This chapter explores NVIDIA's projected multibillion-dollar revenue from its new AI accelerator, Blackwell, in the upcoming fourth quarter. It delves into design challenges, market reactions, and customer demand, providing insights into NVIDIA's competitive position amidst fluctuating stock prices. The conversation also highlights the company's revenue diversification strategy and the implications of its performance on the broader technology sector.