NVIDIA's Q2 FY26 earnings are a critical test for the AI investment narrative. The market anticipates a significant beat on revenue (guidance $45B, Street $46-46.5B) and EPS due to strong AI infrastructure demand. Key factors include hyperscaler AI spending, the shift to inference, and the Blackwell platform. Long-term risks include China, supply chain, and competition.
26-08-2025 23:40 GMT
by Zain Vawda