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.

The past two years have been absolutely phenomenal for Nvidia (NASDAQ: NVDA) investors, as shares of the graphics card specialist shot up 736% during this period once it became evident that the company is going to play a central role in the proliferation of artificial intelligence (AI).

When Blackwell has reached full production, Nvidia predicts gross margin will settle around the mid-70% level, possibly in the second half of next year. That level of profit on sales, along with solid revenue growth quarter after quarter, could make Nvidia -- and its investors -- major winners in this AI revolution.