By Nauman khan
Publication Date: 2025-11-18 06:11:00
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) is set to report third-quarter earnings on Wednesday, with CEO Jensen Huang’s recent revelation of $500 billion in combined 2025 and 2026 orders drawing significant attention. These orders cover current Blackwell GPUs, next-year Rubin GPUs, and related networking components, reflecting sustained demand in AI infrastructure.
Analysts interpret this as a signal of higher-than-expected 2026 revenue, particularly in the data center segment, potentially $60 billion above prior estimates.
Nvidia’s AI chip dominance remains strong, serving major tech firms such as Google, Amazon, Microsoft, and Meta. The company also completed strategic investments, including up to $10 billion in OpenAI equity for GPU purchases, $5 billion with Intel to enhance chip compatibility, and a $1 billion stake in Nokia to integrate GPUs into cellular network equipment.
Despite robust orders, NVDA stock trades slightly below its late-October level, reflecting investor debate over AI spending by hyperscalers.
Analysts expect $1.25 EPS on $54.9 billion in Q3 revenue, with Q4 guidance projected at $61.44 billion, highlighting Nvidia’s continued influence on the AI and broader tech markets.
