And Nvidia said in the company’s Nov. 20 fiscal third-quarter 2025 earnings call:

“Blackwell is now in the hands of all of our major partners, and they are working to bring up their data centers. We are integrating Blackwell systems into the diverse data center configurations of our customers.”

Demand for Blackwell has surpassed supply so it may take some time for Nvidia to serve every customer — and reach its maximum revenue potential. But there’s reason to be optimistic about significant growth even in the early stages of product release. This is because Nvidia says it’s “racing to scale supply” — and has predicted that Blackwell revenue in this current fourth quarter may beat its initial forecast of several billion dollars.

What we should look for next are trends at Nvidia’s customers: Have they succeeded in their scaling up of Blackwell? Are they offering Blackwell-powered products and services to their customers?

Right now, according to Nvidia, customers are preparing to offer Blackwell at scale. So, it will be important to be on the lookout for announcements or social media posts from cloud service providers and other major Nvidia customers for any details.

Nvidia has said it’s ramping Blackwell production now in the fourth quarter, making this a major moment for the company. And, of course, any comments from Nvidia about the pace of the launch or demand should offer us clues about what to expect in the coming months.

We also should keep in mind that Blackwell represents an opportunity that will extend well beyond this initial rollout period. And greater benefits should come once this phase has passed. For example, Nvidia’s gross margin will be lower — in the low 70% range — as the company manages the logistics and expenses of the launch. But it will move back to the mid-70% range once the production and delivery process has become more of a routine.

All of this means, if you’re an Nvidia investor or potential investor, now is a crucial time to keep your eye on the company — this launch should set the tone for several quarters to come.

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Adria Cimino has positions in Oracle. The Motley Fool has positions in and recommends Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Nvidia’s Blackwell Launch: Here’s What to Look for Next. was originally published by The Motley Fool