Rosenblatt has reaffirmed a “Buy” rating on NVIDIA $NVDA with a price target of $200.
Analyst Comments: “NVIDIA shares are facing pressure due to ongoing speculation about a potential several-month delay for the Blackwell B200 GPUs, reportedly due to an unspecified silicon defect. However, we have not verified any design flaws or timing issues for the B100 in Q4 of this year, the B200 in Q1 of 2025, or the GB200 in Q2 of 2025.
“There have been rumors about a delay of the B200 from late 2024 to early 2025. It’s important to note that the B200 is a distinct and more advanced model compared to the B100, which uses the same infrastructure as the current H100/200. Our model has consistently anticipated a B200 release in early 2025. We remain confident in our projections for Blackwell and the timing of the various SKUs for the current set of parts, with no issues or delays observed.”
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