Key Consensus:

• Revenue: ~$78–79 billion (up ~78% YoY from ~$44B in Q1 FY2026). Some analysts (e.g., Goldman Sachs) expect a beat by $1–2B. 

• EPS: ~$1.75–1.77 (roughly doubling YoY). 

• Data Center (vast majority of revenue, ~90%+): ~$72–73B expected, heavily driven by AI GPUs (Blackwell ramp) and networking. 

• Gross margin (non-GAAP): Around 74–75%, with some moderation expected as product mix shifts. 

Here are some Pros & Cons that we can view 

Pros: 

Explosive AI demand: Hyperscalers (Microsoft, Google, Amazon, Meta, etc.) continue massive capex increases for AI infrastructure. Strong Blackwell orders and a multi-quarter backlog (Jensen Huang has referenced ~$1T potential across Blackwell + Rubin through 2027)

Networking & software ecosystem: Growing contribution from high-speed networking (e.g., InfiniBand) and CUDA/software moat.

Cons: 

•Gross margin pressure: Potential dilution from Blackwell mix, higher costs, or competitive dynamics. Consensus expects slight sequential moderation. 

• China/export restrictions: Ongoing U.S. curbs limit high-end sales; any negative updates or slower recovery could weigh on sentiment (though mitigated by other demand). 

• Competition & customer in-house chips: Hyperscalers developing custom ASICs (e.g., Google TPU, Amazon Trainium, Microsoft Maia) could eventually pressure margins/share long-term. AMD and others also compete

With those pointers addressed, what is your view for their stock movement for next week? Personally it's #bullish (*Not a financial advisor). 

#NVDA #Semiconductor #chips #GPU #CPU #Datacenter #Blackwell #doubled #bull #bear