That performance, of course, comes at a price: Blackwell GPUs reportedly cost around twice as much as their H100 predecessors, at between $60,000 and $70,000 per unit, with prices reaching as high as $3 million for a fully loaded server with 72 chips stacked inside.

Earnings season is nearly over, with 92% of the S&P 500 having reported results for fiscal quarters at the end of Thursday, according to FactSet. The standout company among those yet to report is Nvidia Corp.

Nvidia continues to see an increase in analysts' price targets, but there are two other updates investors should know about.