Here’s the $200 Billion Reason Wall Street Is Nervous for NVIDIA’s Earnings

Quick Read Nvidia (NVDA) faces Amazon (AMZN) spending $200B in 2026 on infrastructure while Amazon develops competing Trainium2 chips. Nvidia Data Center revenue reached $51.2B in Q3 representing 89.8% of total revenue. Nvidia outperformed EPS expectations for eight straight quarters but beat margins narrowed from 11.93% to 4.84%. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. NVIDIA (NASDAQ:NVDA) reports quarterly earnings after the bell tomorrow, Feb. ...