Management expects to ship more Blackwell chips over the next few quarters, as production ramps up. This seems to suggest Blackwell may not fully hit its stride in terms of revenue contribution until the middle of the year. The consensus estimate has Nvidia's revenue growing 49% in fiscal 2026 (which ends in January).

Nvidia's data center disruption is expected to drive over 100% revenue growth in fiscal 2025 and beyond. Read why I remain bullish on NVDA stock.

An enhancement of Nvidia’s networking architecture is notable as the company continues to dominate data center markets.