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Explain an uncertain year, Can Nvidia soften Wall Street’s sensors?

JENSENEN Huang moves the key address to Consumer Electronics Show (CES) Las Vegas, Nevada in Jan. 6, 2025. Patrick T. Fallon / AFP with Getty Pictures

NVIADI (NVDA) has begun Bumpy of 2025. Share the AI ​​Chip Giant Price to record the year earlier this year and re-reinstate the end of January after the death of Licon Valley. Now, analysts are eagerly awaiting the Nvidi’s Quater-Quala and 2024 financial results, planning to release tomorrow (Feb. 26), measure its true position in the Ai race. NVIA is a second most important social company holding over $ 3.1 trillion, the financial report may have major effects on the market for the broadcast stock market.

The Wall Street expects income of a quarter of the quarter of the quarter of 72 to $ 38 billion and profits to exceed 64% to $ 19.6 billion. But to keep its price in the top trajectory, the company may have done much better. To avoid transactions, unvidia must meet “normal passing,” Ted Morton, Director-Director in Baird, tells good luck.

While a well-efficient Deepseeed expenditure of investors is to believe that the needs of the Chips in AI can fall, some critics force back such fears. “We believe that Ai GPU quest is passing, so while the slimmer models would allow several growth at the same number of chips, we think tech firms will continue to buy all the GPUS to the Ai ‘” said Brian Colello, morning commentator, with January.

The Nvidia Ceo Jensen Huang is shooted in recent hearts “Why everyone can recognize” well-effective models in AI. While the first update Wall Street was losing faith in deceptive investment, Huang said it was different, “given” the “focal” R1 of R1’s R1.

But Nvidia’s stock took another hit on February 21, wee were 4 percent after the Cowen of the Investment Td Cowen reported that Microsoft canceled at least two database activities. News reveal concerns about the decline in the demand for AI Compute. “It identifies the highest position,” TD cow critics in the report. In response, Microsoft noted that “well-planned” to fulfill the increased demand but may be “promptly or convert” its infrastructure in some areas.

Is Unvidia back?

NVIrier earnings comes between broadcasts in the market. Last week, large indications saw their worst day this year so far responding to weak economic reports in the US services field and consumer senses. But when it comes to AI, Tech Bulls hope that the currency received by Lvidia will eliminate Wall Street’s awareness. While the market is “very effective about the technical feelings,” the coming performance of Lvidia should “silence investment sensors,” said Dannives of the customer’s Wedbush. Update on the new Blackwell Chip City and the Fig Tech customers will continue to conclude the sovereignty in technology, which identify.

Companies such as Microsoft, Meta, Alphabet and Amazon is expected to spend more than $ 300 billion Censuloted this year in AI efforts, including purchasing NVIADI chips. “After talking to many business customers, we have never seen AI Enterprise a little or change,” said the elders, who may not be customer seeking to ‘reduces the following chips.

During the receiving Nvidia receivables in November, Huang noted that Blackqunk Depreciation “in the full steam.” The success of Nvidia’s conversion to its next Gen GPUS will be considered highly when the company reported the money received tomorrow.

“All eyes will be sealed obrentary,” According to Hans Mosamed, a commentator for Rosenblatt that Huang will also be required that the Ruskull remains high as the yearly [second half]. “

Explain an uncertain year, Can Nvidia soften Wall Street's sensors?




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