Nvidia(US:NVDA) 智通财经网·2026-02-19 15:24Group 1 - Nvidia is expected to report fourth-quarter earnings that exceed market expectations, with potential revenue upside of $2 billion to $3 billion, driven by strong demand for the GB300 Ultra product line [1] - Wall Street's revenue expectations for the fourth quarter and the first quarter of fiscal 2026 are $65.6 billion and $71.6 billion, respectively [1] - Capital expenditures from cloud service providers are projected to continue rising, with global cloud vendor capital expenditures expected to reach $650 billion in 2026, significantly higher than over $400 billion in 2025 [1] Group 2 - Nvidia's NVL72 rack-level solution maintains industry-leading AI performance per unit of power, while the new Vera Rubin (VR200) platform is on track for mass production in the third quarter of fiscal 2026 [2] - The average selling price of the Vera Rubin platform is expected to be 40% to 50% higher than that of the GB300, which is priced at approximately $3.5 million per unit, potentially generating an additional $8 billion in revenue for Nvidia [2] - With the Chinese market being reintroduced, the potential addressable market size could reach $50 billion, further increasing Nvidia's total addressable market (TAM), currently estimated at around $4 trillion [2]