NVIDIA (NVDA) will report his long -awaited income from the fourth quarter after the bell on Wednesday. Analysts and investors will concentrate on how much income the company has generated through its powerful Blackwell line of chips -as well as insights into how the AI giant navigates due to the imminent threat of rates and the potential for further export controls on shipments from his processors to China .
Nvidia is the reigning champion of AI chips, and it does not lose that crown quickly. The chips are the envy of Silicon Valley and then, and his competitors are still far from overtaking his performance advantage. Large technology companies Amazon (Amzn), Google (Google, Meta (Meta) and Microsoft (MSFT) issue billions of dollars to expand their AI data centers, and part of it goes directly to Nvidia.
But the graphic processing of colossus is also staring at a number of challenges, such as customers who become rivals. Also more efficient AI models as developed by Deepseek customers can encourage customers to buy cheaper chips over time.
For the quarter, Wall Street expects the profit per share (EPS) of $ 0.84 with a turnover of $ 38.2 billion, according to consensus estimates via Bloomberg. That would represent an increase of 63% in EPS and an increase in the turnover of 73% versus the same period last year. Although every other company would like to take that kind of growth, investors can see it as a disappointment. After all, we are talking about a company that saw EPS rising 486% and sales rise 265% in Q4 last year.
Nvidia’s data center activities are expected to generate the vast majority of his income in the quarter, with an amount of $ 34 billion, while gaming will yield $ 3 billion. The rest of the company’s income stems from his professional visualization, automotive and OEM segments.
Wall Street looks. Shares of the company have been a flat year so far. Big Tech struggled at the beginning of the year, with Google -parent alphabet (Googl) of 5%, Amazon (AMZN) Dalen by 1%, Microsoft (MSFT) decreased 3%and Apple (AAPL) dropped 4%. Meta (Meta) is the only one in the group, with shares with 14%.
This will be nvidia’s first quarterly report since china’s Deepseek Sent Shares of AI Companies Plummeting and erased $ 600 Billion from Nvidia’s Market Cap in Late January. At the time, investors feared that the claims of Deepseek that it developed such a powerful model with the help of Ondop Nvidia chips would be the end of the run of the more powerful processors of the company.
But during an interview with DDN CEO Alex Bouzari, Nvidia CEO Jensen Huang claimed that the opposite was true. That is because performing models such as Deepseek’s on powerful chips yields better results. According to Huang, the models of Deepseek stimulate companies to spend more on top-of-the-line processors, instead of discouraging them to pony the best.
