NVIDIA Earnings Preview: AI Infrastructure Demand and Blackwell Ramp in Focus

Key TakeawaysNVIDIA (NVDA) is projected to report Q4 revenue of approximately $65.7 billion, representing a massive 67% year-over-year increase driven by relentless AI demand.Wall Street expects adjusted earnings per share (EPS) of $1.53, with critical focus on whether gross margins can maintain the 75% threshold.Guidance for Q1 FY2027 will be the primary market mover, with analysts looking for a forecast between $72.4 billion and $75 billion to sustain the current "AI supercycle" narrative.Investor attenti ...