On February 24th, Keybanc analysts noted that an increase in Nvidia's chip shipments could drive strong performance and guidance in its upcoming quarterly report. Analysts predict that Nvidia is expected to ship nearly 30,000 racks this year, with increased shipments of Blackwell Ultra chips and racks. Additionally, Nvidia's shipments of H200 chips to China are also expected to generate significant revenue, with an estimated contribution of $3.5 billion to $4 billion in the fourth quarter.
