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Recent report said Nvidia's Blackwell AI chips, which have already faced delays, have encountered problems with accompanying servers that overheat，causing some customers to worry they will not have enough time to get new data centers up and running.

Though experts confirm major issues are resolved, many still worry it might have an impact on Nvidia's market performance. 

With regard to this, Dave Mazza, CEO of Roundhill Investments, told National Business Daily that in the short term, concerns around the Blackwell chips could create some volatility in Nvidia’s stock price as investors weigh the extent of potential delays. 

Roundhill Investments' Magnificen Seven ETF offers equal weight exposure to the “Magnificent Seven” stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. 

But for the long run, Mazza doesn't think the issue will significantly affect Nvidia’strajectory. "The company has a proven track record of addressing technical challenges and delivering industry-leading products. Additionally, demand for Nvidia’s GPUs remains robust, particularly in AI and data center markets. Even if minor delays occur, the long-term growth potential for Nvidia, driven by AI adoption and next-gen computing, outweighs any temporary headwinds," he explained.

Nvidia will report third-quarter results after the bell on Wednesday (November 20), expected to report growth driven by the strong market demand.

In Dazza's view, Nvidia's earnings are a bellwether for the tech sector, particularly in AI. A strong report with bullish guidance could reignite investor enthusiasm for tech stocks, potentially driving broader gains in the sector. Conversely, if Nvidia underperforms or guides conservatively, it might lead to a temporary pullback in high-growth tech names.

Email: lansuying@nbd.com.cn