Nvidia suddenly exploded with explosive news! Guo Mingchi: Microsoft's orders for GB200 chips surged 3-4 times.
Tianfeng International Securities analyst Guo Mingxi's latest release of the industrial chain order information for Nvidia's Blackwell GB200 chip shows that currently Microsoft is the largest GB200 customer globally, with order volume in the fourth quarter of this year surging by 3-4 times, surpassing the total of all other cloud service providers.
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Nvidia bursts out explosive news, with the stock price hitting another all-time high this week.
Guo Mingchi, an analyst at TF International Securities, recently released industry chain order information for Nvidia's Blackwell GB200 chip, showing that Microsoft is currently the world's largest GB200 customer, with fourth quarter orders expected to increase by 3-4 times, surpassing the total of all other cloud computing service providers. Guo Mingchi stated in a new report that the production capacity expansion of the Blackwell chip is expected to start in the early fourth quarter of 2024, with estimated shipments in the fourth quarter between 0.15 million to 0.2 million units, and an expected significant growth of 200% to 251 in the first quarter of 2025.
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