Despite initial delays with its Blackwell AI chip, Nvidia Corporation NVDA CEO Jensen Huang has reassured investors that Blackwell Ultra remains on schedule for the second half of 2025.
What Happened: During Nvidia's fourth-quarter earnings call, JPMorgan analyst Harlan Sur asked Huang about the demand and rollout strategy for Blackwell Ultra, given that the company is still ramping up its Blackwell chips.
In response, Huang acknowledged that the first Blackwell chips faced a "hiccup" that "probably cost us a couple of months," but said that Nvidia has fully recovered. "The team did an amazing job recovering," he said.
See Also: Jensen Huang Once Disclosed How He Wants Nvidia And Him Remembered: ‘Very Simply…’
The CEO confirmed that Blackwell Ultra will arrive in the second half of 2025 and will feature "new networking, new memories, and, of course, new processors."
He assured investors that Nvidia's supply chain and partners are fully prepared for the transition and noted that unlike the transition from Hopper to Blackwell, which required significant hardware changes, Blackwell Ultra will "slot right in" without major architectural overhauls.
Beyond Blackwell Ultra, Huang revealed that Nvidia is already working closely with partners on the "click after that," called Verarubin, which he plans to unveil at the upcoming GTC conference.
Subscribe to the Benzinga Tech Trends newsletter to get all the latest tech developments delivered to your inbox.
Why It Matters: Last year, the Blackwell chips faced significant challenges, including overheating issues when integrated into server racks, impacting major clients like Meta Platforms Inc., Microsoft Corporation, and Elon Musk’s xAI.
These overheating problems were reported to have affected the performance of data centers, causing concern among Nvidia’s partners and customers.
Nvidia reported $39.3 billion in fourth-quarter revenue, marking a 12% increase from the previous quarter and 78% growth year-over-year. This surpassed Wall Street's estimate of $38.05 billion.
At the earnings call, Huang said, "Demand for Blackwell is amazing as reasoning AI adds another scaling law."
Price Action: At the time of writing, Nvidia’s stock declined 1.49% in after-hours trading to $129.32, after gaining 3.67% earlier on Wednesday and closing at $131.28, per Benzinga Pro.
Photo Courtesy: Shutterstock.com
Check out more of Benzinga’s Consumer Tech coverage by following this link.
Read Next:
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.
