Fact Checked by 
Nvidia’s earnings report is set to be a focal point this week as its dominance in the industry often means it can somewhat set the tone for the AI market.
This chipmaker powerhouse will have all eyes on it as its latest earnings report is set to be released on Wednesday 26 February, after the markets close in the US.
The company is now being widely reported to have said the information will be published at around 1:20PM in the Pacific time zone.
Introducing GeForce RTX 50 Series graphics cards & laptops. Powered by NVIDIA Blackwell architecture & AI, the RTX 50 Series enables new experiences & next-level graphics fidelity.
Learn More → https://t.co/2wsweKcWTa pic.twitter.com/bRx1Z6qEpR
— NVIDIA GeForce (@NVIDIAGeForce) January 7, 2025
While the company has become one of the key players in the AI industry, it does have to deal with growing competition. In January, Nvidia’s stock took a 17% hit in one day when DeepSeek claimed it could train models with significantly fewer GPUs.
The company rebounded, but many will be interested to see if this plays into the latest earnings. Despite the drop, Nvidia praised DeepSeek’s R1 model as being “an excellent AI advancement.”
What are analysts predicting for Nvidia’s earnings report?
Numerous analysts have weighed in with their thoughts ahead of the report. According to Visible Alpha consensus, “total revenues of $38.1 billion expected for Fiscal Q4 2025 have continued to increase steadily since the beginning of last year.
“Overall growth continues to be driven by optimism about the strength of Nvidia’s Data Center segment. This segment has seen its expected top-line performance for Q4 increase from $22.2 billion in January 2024 to its current projection of $34.0 billion, up over 50%.”
The market intelligence company also states: “Based on Visible Alpha consensus, Data Center revenue estimates in Q4 2025 range from $31.8 billion to $38.1 billion.
“This expected revenue surge has been driven by strong demand for its GPUs from cloud service providers, and the move to accelerated computing in the data centers for AI.
“However, there are questions around the outlook for Nvidia’s new solution, Blackwell, that claims to significantly reduce energy consumption and cost for customers.”
Blackwell is a GPU developed by Nvidia, which it described by the company as being ‘the engine of the new industrial revolution.’
Featured Image: Via Raysonho on Wikimedia Commons
