The “iPhone moment” with the Blackwell chip is approaching, new products from NVIDIA: Apple shares are expected to be hyped – Business Insider

Considered a barometer of technological innovation, NVIDIA shares continue to intrigue investors. Analysts are pricing in a bullish outlook for the company’s stock as Nvidia prepares to release its much-anticipated new Blackwell graphics chip.

Writes UNN with reference to Business Insider.

Nvidia is closing in on its Apple iPhone, and the sell-off will soon be similar to the sell-off in Apple stock after the release of the first-generation iPhone, according to Ben Reitzes, managing director of Melius.

Against the background of the fact that Nvidia has already reached historical highs, investors should still wait a little longer – analysts believe that the next turning point will be the release of the new generation Blackwell graphics processor.

It’s like what we felt when Apple released the iPhone 15 years ago, only on a different scale

Blackwell’s future GPUs represent the foundation of progress in the field of artificial intelligence.

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“Not only are we pleased that Blackwell will break even in 2025 and Rubin in 2026, but we are also increasingly optimistic that gross margins could return to the mid-70s by mid-FY26 year,” Reitzes said.

We will remind

Nvidia has become the most valuable company in the world amid the artificial intelligence boom.

Japanese startup Sakana AI, a strategic partner of NVIDIA, is preparing to launch its first AI product in 2025.

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