Discussion Nvidia Blackwell in Q1-2025

[Thunder 57]

yeah double click on NV.exe is too hard and easy to be used for FUD and more click bait

Perhaps you should read more before making such a statement. Admittingly this is from Tom's but if you reboot and get nothing but a black screen you're gonna have a bad time.

To apply the fix, you must first boot into the Operating System, which might be a hassle given the current predicament. Nvidia suggests the following temporary workarounds to boot with a display:

• Completely power down your system before booting.
• Ensure you are using the latest SBIOS from your motherboard vendor.
• Ensure you are in UEFI boot mode and not Legacy/CSM.
• Boot using an alternate graphics source (secondary card or integrated graphics).
• After powering on your system, wait for your operating system to load with the graphics driver installed.

The fact that you may very well need an iGPU or secondary GPU to get your card working again is a big deal. What if you are running Zen 3 or bought a F SKU CPU from Intel? You could very well be boned. Blackwell has had some issues but this one is really bad.

 

[reb0rn]

You get Nvidia tool is just a exe file, and no I do not need to read more to see the ppl fuding NV, card just come out even if there is issue with some mainboards its not something big at all as those stupid sites use it for bait clicking

 

[coercitiv]

You get Nvidia tool is just a exe file

Turn off your monitor, then tell us how you run that exe file.

 

[reb0rn]

It state: "black screen on reboot" so that mean clean power on you get the screen

 

[Thunder 57]

It state: "black screen on reboot" so that mean clean power on you get the screen

Maybe, maybe not. Why else would Nvidia include instructions to use an iGPU or second GPU if need be? Also, I've never seen a fix that required an end user update a GPU BIOS. That's a recipe for disastor for your average user. It's just adding more to the 💩 show that is Black(screen)well. Nvidia acknowledges the issue, it isn't just click bait.

 

[Thunder 57]

Turn off your monitor, then tell us how you run that exe file.

I suppose if it was set up for RDP you could do it. But yea that's not a realistic ask.

 

[igor_kavinski]

The fact that you may very well need an iGPU or secondary GPU to get your card working again is a big deal.

Nvidia thinks their customers are too smart and holding onto their previous gen cards just in case.

 

[igor_kavinski]

Update on the thermal putty on Gigabyte graphics cards after further storage: Oil deposition on an alarming scale and silence as a strategy | igor´sLAB

The following photo documents the condition of the already familiar Gigabyte dispenser putties after a total of six weeks of storage on plain copy paper, laid out flat and in a completely horizontal…

www.igorslab.de

Gigabyte manages to byte bite itself again.

 

[Tup3x]

I mean having to flash the vbios is not normal at all!
Also if its giving blackscreens on boot and you need to get into windows to run the .exe then.... 🤷‍♂️

They did similar thing with Pascals. Back then it was DP 1.3/1.4 that needed some patching.

 

[Elfear]

Update on the thermal putty on Gigabyte graphics cards after further storage: Oil deposition on an alarming scale and silence as a strategy | igor´sLAB

The following photo documents the condition of the already familiar Gigabyte dispenser putties after a total of six weeks of storage on plain copy paper, laid out flat and in a completely horizontal…

www.igorslab.de

Gigabyte manages to byte bite itself again.

Of course they did. Right after I bought a Gigabyte card...

 

[igor_kavinski]

Right after I bought a Gigabyte card...

Stay vigilant with regular inspection of the card!

 

[CakeMonster]

I mean having to flash the vbios is not normal at all!
Also if its giving blackscreens on boot and you need to get into windows to run the .exe then.... 🤷‍♂️

Depends on what you include in 'having to', there were vBIOS updates for both my previous cards, 30 and 40 series. I updated, but I might have gotten by without those.

 

[Thunder 57]

Depends on what you include in 'having to', there were vBIOS updates for both my previous cards, 30 and 40 series. I updated, but I might have gotten by without those.

Did either of those present with a persistent black screen without an update?

 

[CakeMonster]

Nope, not for me, but they bothered to at least release an update. Just seems more common in general now.

 

[tajoh111]

I don't know how they did it with some meh products but Nvidia managed to have a record quarter for gaming. 3.76 billion which is higher than covid levels of revenue. This is up nearly 50 percent and 40 percent sequentially and yearly respectively. This should make it clear the launch was not a paper one considering these cards launched just at the beginning of Q1 and the reports from MLID are highly suspect.

Here is the rest of the financials.

NVIDIA Announces Financial Results for First Quarter Fiscal 2026

NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 27, 2025, of $44.1 billion, up 12% from the previous quarter and up 69% from a year ago.

nvidianews.nvidia.com

44 billion revenue.

39 billion data center and the rest mostly gaming. Big drop in gross margins this quarter and a less than steller(for Nvidia's standards anyway) outlook of 45 billion for next quarter as a result of the impact from trade restrictions with China taking out 8 billion in future revenue. The drop in gross margins is quite huge, 12.5 percent quarter on quarter or 17.9% drop year on year.

Cost of revenue was 17.4 billion which is ridiculously high. Most of which is related to trade restrictions inventory write downs.

This might spook some investors. Kind of a meh quarterly report for Nvidia(fantastic for any other company).

 

[Kepler_L2]

I don't know how they did it with some meh products but Nvidia managed to have a record quarter for gaming. 3.76 billion which is higher than covid levels of revenue. This is up nearly 50 percent and 40 percent sequentially and yearly respectively. This should make it clear the launch was not a paper one considering these cards launched just at the beginning of Q1 and the reports from MLID are highly suspect.

Here is the rest of the financials.

NVIDIA Announces Financial Results for First Quarter Fiscal 2026

NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 27, 2025, of $44.1 billion, up 12% from the previous quarter and up 69% from a year ago.

nvidianews.nvidia.com

44 billion revenue.

39 billion data center and the rest mostly gaming. Big drop in gross margins this quarter and a less than steller(for Nvidia's standards anyway) outlook of 45 billion for next quarter as a result of the impact from trade restrictions with China taking out 8 billion in future revenue. I wonder if some of this drop in gross margin(huge drop of 10%) is related to GDDR7 or TSMC raising prices. The drop in gross margins is quite huge, 12.5 percent quarter on quarter or 17.9% drop year on year. This might spook some investors.

Switch 2 launch is inflating those numbers

 

[jpiniero]

Switch 2 launch is inflating those numbers

Probably not. Nintendo surely has been stockpiling for the launch for months but even then it's still pretty muted. Surprisingly, PS5 might outsell Switch 2 this year.

Laptops is much more likely than desktop cards tho.

 

[branch_suggestion]

Probably not.

Never underestimate NV accounting tricks.

 

[Hitman928]

I don't know how they did it with some meh products but Nvidia managed to have a record quarter for gaming. 3.76 billion which is higher than covid levels of revenue. This is up nearly 50 percent and 40 percent sequentially and yearly respectively. This should make it clear the launch was not a paper one considering these cards launched just at the beginning of Q1 and the reports from MLID are highly suspect.

Here is the rest of the financials.

NVIDIA Announces Financial Results for First Quarter Fiscal 2026

NVIDIA (NASDAQ: NVDA) today reported revenue for the first quarter ended April 27, 2025, of $44.1 billion, up 12% from the previous quarter and up 69% from a year ago.

nvidianews.nvidia.com

44 billion revenue.

39 billion data center and the rest mostly gaming. Big drop in gross margins this quarter and a less than steller(for Nvidia's standards anyway) outlook of 45 billion for next quarter as a result of the impact from trade restrictions with China taking out 8 billion in future revenue. The drop in gross margins is quite huge, 12.5 percent quarter on quarter or 17.9% drop year on year.

Cost of revenue was 17.4 billion which is ridiculously high. Most of which is related to trade restrictions inventory write downs.

This might spook some investors. Kind of a meh quarterly report for Nvidia(fantastic for any other company).

Most likely “gaming” cards really being sold into AI channels. Just like what happened with the crypto bubble.