Reported about 2 months ago
As Nvidia prepares to announce its Q2 earnings on August 28, analysts at KeyBanc maintain an Overweight rating on the stock, despite concerns over delays in the new Blackwell chip. KeyBanc analyst John Vinh noted that these delays will not significantly affect the upcoming earnings or guidance, as any backlog has been supplemented by orders for the earlier Hopper chip. Vinh expressed curiosity about Nvidia's ability to scale its new architecture in the coming year.
Source: YAHOO