Reported 7 months ago
Nvidia is set to report its first-quarter earnings, with expectations from Wall Street focusing on increased sales of its AI chip before the next-gen Blackwell release. Analysts will be looking for signs of a potential slowdown in current-generation H100 chip sales, updated guidance, and insights on the supply-demand dynamics for AI-enabling chips. Wells Fargo anticipates Data Center revenue upside, Bank of America expects stock volatility despite beating estimates, Deutsche Bank foresees healthy demand for AI compute, and Bloomberg Intelligence sees Nvidia's AI demand momentum continuing strongly.
Source: YAHOO