Nvidia Confirms Blackwell GPU Production Despite Design Defect

The company assures Q4 shipments, addressing investor concerns while facing valuation challenges.

Nvidia acknowledged a design defect in the Blackwell GPU but affirmed production will start in Q4.
Q2 revenue increased by 122% YoY, driven by strong Hopper architecture sales.
Despite the defect, Nvidia expects several billion dollars in Blackwell revenue in Q4.
Analysts revised Nvidia's fiscal 2025 and 2026 revenue estimates upward following the report.
Nvidia's stock valuation remains a concern, with analysts awaiting further fiscal year revisions.