Santa Clara, California – Nvidia is making significant strides with its Blackwell GPU rollout, according to tech analyst Kunjan Sobhani of Bloomberg Intelligence. Sobhani predicts that Nvidia is on schedule to meet fourth-quarter revenue expectations and plans to raise its first-quarter guidance thanks to the strong momentum of its Blackwell GPUs.

Sobhani highlighted that Nvidia has successfully navigated recent supply-chain challenges and concerns regarding demand from hyperscalers. This was reflected in the company’s stock price recovering from losses incurred during the DeepSeek period. Initial shipments of the Blackwell GPUs have commenced in the fourth quarter and are expected to increase throughout the first quarter of 2026.

Furthermore, Sobhani expressed confidence in near-term sales due to the increased capital spending projections from major tech players like Meta, Microsoft, Amazon Web Services, and Google. This boost in spending has bolstered Sobhani’s optimism about Nvidia’s sales outlook in the coming months.

In a positive development, Sobhani suggested that Nvidia’s profit margins could see a rebound to the mid-70s in the latter half of the year after experiencing a decline during the Blackwell production ramp. This anticipated improvement in profit margins indicates a positive trajectory for Nvidia as it progresses through the year.

Overall, Sobhani’s assessment of Nvidia’s Blackwell GPU rollout signifies a promising outlook for the company, with strong sales projections, improved profit margins, and a growing market share. Investors and tech enthusiasts alike will be keenly following Nvidia’s progress in the coming months as it continues to establish itself as a leader in the GPU market.