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Nvidia (NVDA) releases its first quarter results after the market close on Wednesday. One of the big things investors will be watching for is what company leadership says about its Blackwell lineup. Roundhill Investments CEO Dave Mazza shares what he will be looking for in the video above.
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But what are you looking for for the Blackwell update in terms of either supply chain constraints or performance? What what should we be thinking about for Blackwell?
Yeah, well, Blackwell's kind of become the end all be all now for the Nvidia story going forward. Um, we know, you know, the rumors are it sold out through year end. There was some issues, of course, a few quarters ago with what is the actual supply going to be like um to meet some of the demand. Um, I think we're starting to see that. Um, so I I would expect to see that we're going to have a moderation in the sort of supply and demand sort of dynamics there, meaning um we're going to start being able to see more supply come to market to help with that. But at the same time, I think we're going to hear um and they've become very, very good at this really in their uh in their earnings season is not just to talk talk what's happening on the shipment side, but begin to kind of tease out what's coming next. Um, and and I'm I generally I'm kind of positive for the stock and the story there because I do think again as circle back to the China kind of conversation. Um, I think they're going to find a way to make up for that lost revenue pretty pretty soon. It's going to be a transition period, um but they're kind of finding it with just again, not just the hyperscalers themselves, but what we're seeing with uh whether it's in Taiwan, uh or UAE, what have you.