AI demand, Blackwell chips and expanding hyperscaler orders are likely to continue driving NVDA's Data Center revenues.
Nvidia (NASDAQ: NVDA) has been showing exceptional financial strength, currently trading near its yearly high and enjoying a market cap of $4.27 trillion.
Nvidia shares slipped 1.1% in early trading as Wall Street digested the latest blow to its China business, which pulled in $17 billion last year.
Besides Wall Street's top-and-bottom-line estimates for Nvidia (NVDA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended July 2025.
The trade war with China was tough on Nvidia Corp. (NASDAQ: NVDA) investors.
Key Points in This Article: Nvidia's (NVDA) $4.27 trillion market cap leads the S&P 500, where the top 10 stocks account for 40% of its value.
Jitters have been fueled by the flop of the latest ChatGPT rollout, possible layoffs at Meta's AI unit and even an MIT study raising doubts about the potential of AI to goose corporate profits. And there's another big worry lurking: the threat of dire electricity shortages.
Nvidia (NVDA) reportedly has told suppliers to suspend production of its H20 chip, after Beijing asked local firms to avoid using the chip tailored for the Chinese market due to security concerns.
A wobble in U.S. technology shares has raised the stakes for Nvidia Corp's quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test for the scorching AI trade.
Nvidia is reportedly working on a new chip for the China dubbed the B30A, which will be more advanced than the H20. The company's CEO Jensen Huang said he is in "dialogue" with the U.S. government about offering a new product to China.
Less than a week away from earnings, Nvidia continues to face concerns over the fate of its H20 chip sales to China, with a fresh report indicating potentially more trouble.
Nvidia has told component suppliers to suspend work related to its H20 chip, according to multiple reports.