What's the best stock to invest in that will profit from the Blackwell chip

Based on your interest in Nvidia and the Blackwell chip, we should consider stocks that are directly related to this technology and its potential impact. Here are the key points to consider:

1. Nvidia's Role: Nvidia is the primary player in the Blackwell chip, and its stock (NVDA) is likely to be the most significant beneficiary. The company's management has been clear about the testing requirements for the Blackwell chips, which may have led to the delay in shipments. Despite the initial weakness in Nvidia's stock following the delay report, key suppliers have confirmed that the chips will ship in Q4 with increased volume in Q1, which could indicate a recovery in investor sentiment.
2. Supply Chain Partners: Companies like TSMC, Micron Technology, and AMD are crucial partners in the production and supply of components for the Blackwell chips. TSMC is the world's largest chipmaker and has been involved in the production of Nvidia's chips, including the Blackwell series. Micron Technology is a leading provider of memory chips used in Nvidia's AI workloads, and AMD is a competitor in the computational AI chip market, challenging Nvidia's dominance.
3. Market Potential: The Blackwell chips are expected to improve the efficiency of AI model training and have significant market potential. Nvidia's h100 chips have been in high demand, with prices rising above $40,000 per chip. The Blackwell chips are anticipated to cost north of $50,000, suggesting a strong market for these advanced products.
4. Investment Timing: Given the current information, it appears that the delay in the Blackwell chip shipments may be shorter than initially reported, which could be positive for the stock. UBS analysts have suggested that the delay may be only four to six weeks, which is unlikely to have a significant impact on Nvidia's 2025 results.

Based on the analysis, Nvidia (NVDA) is the recommended stock. This recommendation is based on Nvidia's central role in the Blackwell chip development and its strong market position in AI computation. The company's management has been transparent about the testing requirements for the Blackwell chips, which could be seen as a positive sign for investors. Additionally, the potential for increased efficiency in AI model training and the high market demand for these chips support Nvidia's position as a strong investment in this technology.