Keybanc analysts say that the increase in Nvidia (NVDA.US) chip shipments may drive strong performance and guidance in its upcoming quarterly report.
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Analysts expect that as Nvidia is likely to ship nearly 30,000 racks of Blackwell Ultra chips this year, both the number of chips and rack shipments will increase. Analysts also stated that Nvidia's shipments of H200 chips to China could generate considerable revenue, with an estimated contribution of $3.5 billion to $4 billion in the fourth quarter.
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