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# Nvidia: Supplier-Led Blackwell Delays Can Push Out Production Timelines (Archive)
- URL: https://www.huntingalphas.com/nvidia-supplier-led-blackwell-delays-can-push-out-production-timelines-archive/
- Published: 2024-12-23T09:50:00.000Z
- Updated: 2026-02-28T06:02:28.000Z
- Description: Supplier-driven Blackwell delays challenge near-term revenues but cheaper valuations support cautious neutrality.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, NVDA, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Blackwell chips are expected to make up 80% of total deployments in 2025\. But complex specifications are leading to supplier-led delays, likely extending production timelines.
- The revenue outlook is still strong. But I am not sure if the recent news on Blackwell delays have been fully reflected in consensus revenue estimates.
- NVDA stock valuations have gotten cheaper, whilst earnings expectations have remained stable; a good sign for bullish arguments.
- The bulls are holding up well on the technical charts vs S&P 500\. The charts suggest the potential for outperformance.
- Expansions of NVIDIA's TAM via a foray into the CPU market is an upside risk that is a key monitorable.

Read the full article [here](https://seekingalpha.com/article/4745954-nvidia-stock-supplier-led-blackwell-delays-can-push-out-production-timelines-reiterate-hold?ref=huntingalphas.com).

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