), a key player in the AI boom of the past two years, is set to report its second-quarter earnings for fiscal 2025 next week. Among other things, investors will largely be on the lookout for any updates from management regarding possible delays in the launch of the next-generation Blackwell chip.
KeyBanc’s team expects Nvidia to report strong beat-and-raise results, driven by robust demand for Hopper GPUs. “Recent commentary from hyperscale customers and results from supply chain partners point to continued strength in AI infrastructure builds,” they commented. While a prolonged delay could heighten the risk of customers pausing their spending, the analysts remain confident in Nvidia’s execution capabilities.
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