Nvidia(US:NVDA) ZACKS·2025-11-17 13:51Core Insights - NVIDIA Corporation (NVDA) is expected to report strong third-quarter fiscal 2026 earnings on November 19, driven by its leadership in artificial intelligence (AI) computing and high-performance datacenter GPUs [1][10] - The company anticipates revenues of $54 billion (+/-2%), reflecting a significant increase in AI adoption across various industries [2][10] - The Zacks Consensus Estimate for earnings is set at $1.24, indicating a year-over-year growth of 53.1% and sequential growth of 18.1% [3] Revenue Projections - NVIDIA's projected third-quarter revenues of $54 billion represent a 55.7% increase year-over-year and a 16.9% rise sequentially [2] - The datacenter segment is expected to generate revenues of $48.04 billion, marking a 56.1% year-over-year increase and a 16.9% sequential rise [5][10] Datacenter Growth - The datacenter business has been a key growth driver, with a 56% year-over-year increase in the second quarter of fiscal 2025, reaching $41.1 billion [4] - Heavy investments in NVIDIA's GPUs for AI systems are fueling this growth, as companies and cloud providers increasingly rely on NVIDIA's technology [5][10] AI Demand and Market Trends - The rise of generative AI is creating a strong demand for high-performance computing, with enterprises rapidly integrating AI into their operations [7] - The global generative AI market is projected to reach $967.65 billion by 2032, growing at a CAGR of 39.6%, highlighting NVIDIA's critical role in AI infrastructure [8] Industry Applications - NVIDIA's chips are utilized across various sectors, including healthcare, automotive, manufacturing, and cybersecurity, enhancing applications like digital assistants and language translation [9]