NVIDIA, CoreWeave, Dell to Report Q4 Earnings Amid AI Infrastructure Boom

This week, three key players in the AI infrastructure sector will release their quarterly earnings: NVIDIA, CoreWeave, and Dell. Investors are looking for evidence that sustained capex is leading to successful rollout of next-generation hardware. NVIDIA, as the primary supplier of GPUs for large language models, is the ultimate barometer for the sector, with consensus estimates pegged at $65.6 billion in revenue. CoreWeave and Dell will also report, with analysts expecting significant revenue growth and a massive backlog for AI hardware.