Overview

• The AI chip leader reports after the close on Aug. 27, with consensus near $45.5–$46 billion in revenue and about $1.00 in EPS, making it the week’s key market catalyst.
• Nvidia’s outsized footprint — more than $4 trillion in market value and nearly 8% of the S&P 500 — means a miss or soft outlook could sway major indexes.
• Analysts have lifted targets to a roughly $194 average, with Oppenheimer at $200, while Deutsche Bank kept a Hold at $155 and flagged lost China sales and a potential 15% U.S. license fee on certain shipments.
• Reports detail a pause in H20 production for China and a proposed export-license framework that would remit about 15% of revenue from some advanced chips to the U.S. government, adding uncertainty to China exposure estimates.
• Demand signals remain strong as hyperscalers boost capex and Nvidia ramps Blackwell systems, with investors focused on guidance that many peg near $52.5–$54 billion for the next quarter.