When will the blackwell chip release and how will it affect nvda and googl?

The Blackwell chip is expected to have a significant impact on both NVIDIA (NVDA) and Alphabet Inc. (GOOGL), the companies behind the chips, as well as on the broader tech industry.

1. Release Date:
   • The Blackwell chip was announced in March 2024 and is expected to be released in mid-to-late 2024 for data center and industrial-scale applications.
   • The consumer versions of the Blackwell GPU, such as the RTX 5090 and RTX 5080, are expected to launch by the end of the year, around the fall of 2024.
2. Impact on NVDA:
   • NVDA is the creator of the Blackwell chip and is poised to benefit from its release. The Blackwell platform is designed to power a new era of computing, enabling real-time generative AI on trillion-parameter large language models at a fraction of the cost and energy consumption of its predecessor.
   • The Blackwell chip is expected to significantly impact the AI industry, promising transformative changes in computing infrastructure.
   • NVDA's dominance in the data center GPU market is assured with the Blackwell GPUs, which have already attracted significant attention from hyperscale customers like Amazon Web Services and Microsoft.
3. Impact on GOOGL:
   • GOOGL is a partner of NVDA and is expected to adopt the Blackwell platform for its AI and HPC workloads, starting in early 2025.
   • The Blackwell chip will support Google's AI initiatives, such as scaling services like Search and Gmail, and managing compute infrastructure for its Cloud customers.
4. Broader Industry Impact:
   • The Blackwell chip is expected to unlock breakthroughs in various industries, including data processing, engineering simulation, electronic design automation, computer-aided drug design, quantum computing, and generative AI.
   • As a result, the Blackwell chip could drive increased demand for AI and HPC services, benefiting both NVDA and GOOGL and potentially other tech companies that adopt the platform.

In conclusion, the Blackwell chip is a significant development in the tech industry, and its release is expected to have a positive impact on both NVDA and GOOGL. The exact timing of the release may not significantly affect the stock prices in the short term, but the long-term implications of the chip on the AI and HPC markets could be substantial.