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5h ago

Nvidia Earnings Loom With $46 Billion Sales Forecast

Wall Street is treating the release as a real-time read on AI spending with the potential to jolt chip and software peers.

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Overview

  • UBS projects roughly $46 billion in fiscal Q2 revenue and models $54–$55 billion for Q3 excluding China.
  • Consensus estimates point to about 53.9% revenue growth and 47% earnings growth year over year.
  • Data center is expected to lead segment gains, with estimates citing 64.9% growth alongside increases in gaming, professional visualization, automotive, and OEM.
  • Nvidia remains the market’s most valuable company at about $4.4 trillion in capitalization after a roughly 35% year-to-date rise.
  • After export restrictions, a reported agreement reopened access to China, and investors view this quarter as an AI demand barometer for semiconductors and AI software stocks.