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Stock impact report

NVIDIA's Blackwell ramp seen modest currently, then 'big' in 2nd-half - analyst [Yahoo! Finance]

Euronet Worldwide, Inc. (EEFT) 
Last euronet worldwide, inc. earnings: 4/28 09:00 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.euronetworldwide.com
Company Research Source: Yahoo! Finance
2 min read In This Article StockStory Top Pick NVDA As the fourth quarter earnings season is starting to wind down, there is still one company left to report—probably the most important stock in the world right now—NVIDIA Corporation (NASDAQ:NVDA). NVIDIA reports earnings on February 26, and with the DeepSeek hubbub, all eyes will be fixed on future AI buildout guidance and, of course, the Blackwell ramp. Mizuho (NYSE:MFG) analyst Vijay Rakesh discussed his expectations for the Blackwell ramp in a new note to clients. According to the analyst, the NVIDIA Blackwell ramp will be modest in the current April quarter but “big” in the second half of the year. “Not unexpectedly, NVDA GPU AI servers with GB200 drive a complex connectivity/power upgrade and, near-term, we estimate some growing pains,” the analyst commented. “Our checks indicate that while JanQ DC is expected in-line, AprQ could be more flattish as near-term ramps remain modest given GB200 (120KW per rack) power/ Show less Read more
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