Nvidia earnings to offer first true glimpse of the AI windfall


https://www.marketwatch.com/story/nvidia-earnings-to-offer-first-true-glimpse-of-the-ai-windfall-b693af76

Summary from WOC Street:

Wall Street expects Nvidia to post strong earnings and revenue for the fiscal second quarter.

Demand for Nvidia's AI equipment is already high and supply is limited.

Analysts expect Nvidia's data-center GPU revenue to exceed Intel and AMD's data-center CPU revenues for the first time.

Nvidia aims to capture 80% of the data-center market over time with the rise of AI.

Nvidia recently unveiled its next-generation AI chipset, the DGX GH200 Grace Hopper Superchip.


Your NVDA bet?


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