NVIDIA’s Earnings: Can the AI Giant Keep Defying Gravity?

📺  Nvidia has been the face of the AI revolution — but can it keep the crown?

Ahead of Wednesday’s earnings, all eyes are on NVIDIA—the undisputed king of the AI hardware boom. CFRA analyst Angelo Zino expects another monster quarter , with revenue surging more than 50% year-over-year and guidance for even stronger growth into October. But the stakes are sky-high: Wall Street wants proof that margins can hold above 72% and that NVIDIA can keep feeding hyperscalers’ insatiable AI appetite.

The biggest wildcard? China. After months of near-zero revenue from the region, approvals could unlock billions in sales—but only if U.S. regulators allow watered-down Blackwell chips to flow east. With Huawei looming as a formidable rival and questions about whether demand will outlast the current Blackwell cycle, CEO Jensen Huang’s commentary may matter even more than the numbers. In short, NVIDIA could deliver another knockout quarter—but investors are bracing for clues on whether the AI gold rush still has room to run.

Senior Equity Analyst Angelo Zino (CFRA) joins us to break down what’s at stake this earnings season and beyond:

🚀 The Blackwell Boom — Nvidia’s next-gen GPUs are fueling hyperscaler demand, powering AI agents, and driving 50%+ revenue growth.

📈 Margins near record highs — analysts expect 72–73%, but can they stay elevated as competition heats up?

🌏 China’s wildcard — export restrictions could erase billions in quarterly revenue, but approval for new chip sales may open the door again.

🏗️ Hyperscaler capex surge — Amazon, Microsoft, and Google are all-in on AI, but how long can spending stay this aggressive?