Reports on Blackwell pricing a positive for Nvidia: Wells Fargo By

-- Reports over the weekend suggested that NVIDIA (NASDAQ:)'s DGX B200 system is What are the current regular foreign exchange platforms in Chinabeing priced significantly higher than its predecessor, indicating a potential boost for the company's upcoming Blackwell platform cycle.

According to the distributor Broadberry, the list price for the DGX B200 system is set at $515,410. This system features NVIDIA's branded 8-way GPU system with 1,440GB of total memory and 64TB/s bandwidth.

Analysts at Wells Fargo believe this pricing represents “an incremental positive data point as we / investors increasingly focus on the forthcoming Blackwell platform cycle, implying a 40%-50% increase v. the DGX H100 systems.”

The DGX B200's price reflects over a 40% increase compared to the DGX H100 systems, which are currently listed at approximately $358,400.

The pricing leap could also assuage concerns regarding NVIDIA's gross margin percentage growth, as the higher price point might suggest stronger than expected demand for NVIDIA's latest technology.

The pricing information follows the recent delivery of the first DGX B200 systems to OpenAI on October 9.

“As we move into NVDA's Blackwell platform cycle, we expect investors to be particularly focused on NVDA's GB200 NVL72 rack scale demand,” analysts continued.

“We continue to think that data points/comments coming out of key partners such as Foxconn and Quanta as some of the early indicators.”

Moreover, Wells Fargo notes that NVIDIA's software monetization strategy, which includes the Base Command and AI Enterprise Software suite, remains underappreciated. Broadberry's listings imply a software subscription cost of around $32,400 per year, available in various multi-year packages.

NVIDIA has previously indicated that it expects its software, software-as-a-service (SaaS), and support revenue to reach approximately $2 billion per annum by the end of the year, doubling year over year.

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