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<p>NVIDIA's earnings call stated that during the initial launch of Blackwell, the gross margin will drop to a low of 70%, specifically between 71-72.5%; Blackwell's revenue in the fourth quarter will exceed previous estimates by several billion dollars, and the demand for Hopper will continue into next year, at least for the first few quarters of next year</p>

- NVIDIA's Q3 revenue growth is slowing, with expectations for further decline in Q4, despite exceeding analyst forecasts last quarter.  
- The company anticipates strong demand for its Hopper architecture and initial growth from the Blackwell product line, although gross margins are expected to dip below 70% due to rising costs.  
- Analysts raised concerns about Blackwell's demand and supply constraints during the earnings call, highlighting the ongoing transition in data centers towards AI-driven solutions.

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NVIDIA

The full transcript of the NVIDIA conference call is here! Blackwell's production ramp-up is smooth, Q4 revenue will exceed expectations, and the Scaling Law has not slowed down

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