Investors are closely watching upcoming earnings from Nvidia as questions grow over the durability of the artificial intelligence boom. The company sits at the center of massive capital spending by major tech firms.
Alphabet, Amazon, Meta, and Microsoft are expected to spend a combined $650 billion this year, fueling demand for Nvidia’s advanced AI chips. That surge has lifted Nvidia’s revenue but raised concerns among shareholders about whether the spending is sustainable.
The market is on tenterhooks ahead of Nvidia quarterly results. RBC Brewin Dolphin’s Janet Mui said strong numbers could lead to big gains for the whole chip sector, but expectations are so high Nvidia would have to post stellar guidance to surprise. READ: https://t.co/lLNfMCttrz pic.twitter.com/N1LVXazlpG
— Reuters Business (@ReutersBiz) February 25, 2026
Much of the focus will be on orders for Nvidia’s Blackwell chips and guidance for its next-generation Vera Rubin platform. Analysts at S&P Capital IQ project quarterly revenue of $66.2 billion and net income of $35.8 billion, both potential records.
Market optimism also hinges on comments from CEO Jensen Huang, who has repeatedly pushed back against fears of an AI slowdown. Analysts say Nvidia’s outlook could shape investor confidence in AI-driven growth through the end of the decade.
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TIPP Staff
