NVIDIA CEO Jensen Huang owns Blackwell GeForce RTX 50 Series GPUs (L) and RTX 5000 laptops, and he released the Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2025 Keynote speech.
Patrick T. Fallon | AFP | Getty Images
Nvidia After the bells, fourth-quarter revenue was reported Wednesday.
According to LSEG consensus estimates, what Wall Street expects is:
- EPS: $0.84, adjust
- income: US$38.04 billion
NVIDIA’s earnings report on Wednesday will end in one of the most outstanding years of a large company ever. Not only does analysts expect revenue to rise 72% for the quarter ended January, but sales throughout the fiscal year are expected to exceed triple to nearly $130 billion.
The company’s growth stripes are driven by its data center graphics processing units (GPUs) or GPUs that are important hardware that build and deploy AI applications such as OpenAI’s Chatgpt.
NVIDIA shares have risen more than 440% over the past two years, the most valuable company in the United States with a market value of over $3 trillion.
But the rapid growth of stocks has declined in recent months – it trades at the same price as last October. The question of investors’ questions about what NVIDIA will do next and whether it can continue to grow is an investor’s question.
NVIDIA CEO Jensen Huang will get an opportunity on Wednesday to answer lingering questions from investors and analysts about AI Boom’s two years away.
In particular, NVIDIA investors are concerned that the company’s most important client (the super-large cloud company) may tighten the belt after years of large capital expenditures. They were also shaken by the R1 of the Chinese AI model DeepSeek, which challenged the assumption that building smarter AI requires more NVIDIA chips.
Focus on DeepSeek could also prompt U.S. officials to further restrict NVIDIA’s export of AI chips to China on national security reasons. NVIDIA has been banned from shipping its state-of-the-art AI chips to the region, and it specifically offers a particularly limited chip version for China.
Additionally, investors will want to know how the Blackwell launch is going Report Due to heating and yield challenges, some versions of NVIDIA’s latest AI chips may be distributed slower than previously expected.
Morgan Stanley analysts estimate this month Microsoft Spending in Blackwell accounts for nearly 35% in 2025 Google at 32.2%, Oracle 7.4% and Amazon 6.2%.
Last week, TD Cowen analysts said they learned that Microsoft canceled leases with private data center operators and slowed down its negotiations to enter a new lease. The report raises concerns about the sustainability of AI infrastructure growth, with a large portion of spending on Nvidia’s bargaining chips.
Microsoft retreated on Monday, saying it still plans to spend $80 billion on infrastructure in 2025. Additionally, most of NVIDIA’s other major clients touted large investments. Letters as target $75 billion In this year’s capital expenditure Yuan Will spend as much as possible $65 billion Amazon’s goal is to flower $100 billion.
“We have spoken to industry participants over the weekend, although land-related delivery time changes are certainly changed,” Morgan Stanley analyst Joseph Moore wrote in a note this week. There is a possibility that longer, but demand for Microsoft GPUs has not changed. “He targets NVIDIA stock at $152.
Still, investors will hear any signs that NVIDIA’s relationship with cloud companies is still strong. They will also be listening to NVIDIA’s guidance for fiscal 2026, as well as sales growth last year.
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