When Nvidia reports earnings on Wednesday, markets will hang on every word. Analysts expect revenue of about $46 billion (€39.7 billion), up more than 50 per cent, year on year, with investors watching the rollout of its new Blackwell chips, the resumption of China sales, margin recovery and hyperscaler demand.

A slew of Wall Street analysts covering Nvidia Corp. are boosting their expectations for the chipmaker’s stock ahead of its quarterly earnings release due Aug. 27.

A wobble in U.S. technology shares has raised the stakes for Nvidia Corp's quarterly results on Wednesday, with earnings from the semiconductor giant posing a crucial test for the scorching AI trade.

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Nvidia CEO Jensen Huang said Friday that the company is discussing a potential new computer chip designed for China with the Trump administration. Huang was asked about a possible “B30A” semiconductor for artificial intelligence data centers for China while on a visit to Taiwan,

When Nvidia, the chip producer, reports earnings next week, investors expect the S&P 500 to have a bigger reaction than when the Fed chair delivers a big speech on Friday.

Just because it's already the biggest company in the world by market cap doesn't mean the GPU leader doesn't have a lot of room to grow.

The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.