Nvidia stripped China from its forecast for processor last quarter.
nvda stock price
Nvidia earning seen as leading indicator of AI linked spending
Company set to report Q3 sales up 56% to 54.92 bullion LSEG
Commentary around AI chip demand and lifecycle China in focus
The fate of Wall Street bets on AI will rest squarely on Nvidia on Wednesday.
nvda stock price
Three years after ChatGPT start investors are increasingly uneasy that AI boom has outturn fundamentals.
Business leaders have said that circular deals where one partner props up other revenue add to bubble danger.
Few mega investor have dumped AI holding stoking fears that market selloff is imminent.
Tech billionaire Peter Thiel hedge fund sold entire stake in NVIDIA in third quarter as SoftBank CEO Masayoshi son he has plowed those returns into massive bet on OpenAI.
Doubts have pushed Nvidia shares down 7.9% so far in November after 1200% rise in past three years.
The broader market has decline 2..5% this month.
“With every quarter that goes by Nvidia earning become important in terms of clarification on where AI is moving and how much spending is being doen Brain Stutland said.
Nvidia is to report over 56% jump in fiscal August October quarter revenue to $54.92 billion according to data compiled by LSEG.
The company has increased expectation for past 12 quarters though the detail has shrunk.
nvda stock price
Nvidia CEO Jensen Huang added last month the company has $500 billion in booking for advance chips through 2026.
The old wall street adage one stock does not market make that would be incorrect here
Nvidia has ability to make a market.
Nvidia chips are central to Big Short investor Michael Burry bet against company.
Burry who shut his hedge fund argued that large cloud providers were artificially increasing earning by extending the depreciable life of AI compute gear like Nvidia chips.
Nvidia updates chip making older models appear obsolete faster even as resale market thrives.
Nvidia is struggling to supply chips.
Contract chipmaker TSMC is adding packaging capacity to overcome key bottleneck and plans to keep expand through 2026.
nvda stock price
Nvidia is rolling out more complex and mega systems that bundle graphics processors cpu, networking gear and range of cooling options.
Investor are watching how big AI deals including Nvidia $100 billion investment in OpenAI and $5 billion stake in chipmaker Intel will affect its balance sheet.
Nvidia had cash of $11.64 billions
China is overhang Nvidia cannot ship its advance chips there under US export curbs and Huang has said there are no active discussion on selling Blackwell in market despite speculation of deal for scale down version.
Revenue grow almost 600$ over past four years Huang said.
This post was last modified on 18.11.2025 15:42
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