Nvidia Reports Earnings Today. AI Chip Supply Is Everything.

Nearly everyone realizes demand for the company’s artificial intelligence chips will likely outstrip supply for a while. The critical question for investors when Nvidia reports earnings results after Wednesday’s close is not what to make of the near-term situation, but whether or not the company can show progress in alleviating its supply constraints over the longer term.

Nvidia dominates the market for producing chips used for AI projects, making it the primary beneficiary of the generative AI trend. This type of technology is used by chatbots, among them OpenAI’s ChatGPT—which unleashed a wave of excitement after it was released late last year. Many analysts have said the current limitation on Nvidia’s revenue is advanced chip-packaging capacity at semiconductor foundries—and not demand.

Belgique Dernières Nouvelles, Belgique Actualités

Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.

Nvidia earnings, Snowflake, Kohl's reports: 3 things to watch By Investing.comNvidia earnings, Snowflake, Kohl's reports: 3 things to watch
La source: Investingcom - 🏆 450. / 53 Lire la suite »

Stock market today: Asian shares are mixed ahead of Fed Chair speech and Nvidia earningsAsian markets are trading mixed ahead of Fed Chair Jerome Powell’s highly anticipated speech later in the week.
La source: AP - 🏆 728. / 51 Lire la suite »

Nvidia earnings: What Wall Street expects from the AI-chip giantNvidia reports its fiscal second-quarter earnings after the close of markets on Wednesday.
La source: MarketWatch - 🏆 3. / 97 Lire la suite »

Wall St mixed as investors await Nvidia earnings, Jackson Hole meet By ReutersWall St mixed as investors await Nvidia earnings, Jackson Hole meet
La source: Investingcom - 🏆 450. / 53 Lire la suite »

This chip stock could yield a quick profit, depending on Nvidia's earnings, Morgan Stanley saysHow well Nvidia performs Wednesday could have implications for this derivative play, according to Morgan Stanley.
La source: CNBC - 🏆 12. / 72 Lire la suite »

Nvidia’s stock snaps losing streak and sits 1% below record close as earnings optimism buildsNvidia Corp.'s earnings are drawing nearer, and yet another analyst is feeling upbeat heading into the company's report.
La source: MarketWatch - 🏆 3. / 97 Lire la suite »