Expectations are high that Nvidia's earnings will be excellent. Nvidia has hinted at USD 300 billion in AI infrastructure demand for 2026 with OpenAI alone reportedly planning USD 1.4 Trillion in AI build outs over the next few years.
If Jensen Huang reiterates or raise guidance especially around data center growth, it could ignite bullish sentiments.
Nvidia has beaten earnings in 19 of the 20 quarters, so it is possible it will beat the next earnings as well.
If Nvidia delivers, it reaffirms AI's central role in the next decade of growth.
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Great review