Nvidia (NVDA) shares rebounded in early trading Tuesday, after reports its Blackwell artificial intelligence (AI) chip will be delayed sent the stock tumbling more than 6% Monday amid a global stock market rout.
An Nvidia spokesperson told Investopedia that “Blackwell sampling has started, and production is on track to ramp” in the second half of the year, adding, “beyond that, we don’t comment on rumors.”
Analysts suggested that while a delay could lead to near-term volatility for Nvidia, they remained bullish on the chipmaker’s long-term prospects, highlighting its AI strength.
Nvidia’s “competitive position remains sound, and we don’t expect any share loss from a minor delay,” Oppenheimer analysts said, adding that they see Nvidia as “best positioned in AI, benefiting from full stack AI hardware/software solutions.”
A delay “could drive some volatility in Nvidia’s near-term,” Goldman Sachs analysts said, though they “expect there to be little to no impact on CY2025 earnings and, …