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Transition to next-generation AI chips and 2 other pressing questions ahead of Nvidia's earnings

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Wall Street is once again expecting Nvidia to deliver a beat-and-raise report. We await details on the Blackwell ramp, software revenue growth and margins.

Stop us if you've heard this one before: A high bar has been set for Nvidia 's upcoming earnings report. But just because it's been the case for the past three quarters does not make it less true Wednesday night, when the leading artificial intelligence chipmaker releases fiscal first-quarter numbers. Most on Wall Street are once again expecting Nvidia to deliver a beat-and-raise report.

Nvidia CEO Jensen Huang delivers a keynote address during the Nvidia GTC Conference at the SAP Center in San Jose, California, on March 18, 2024.'s upcoming earnings report. But just because it's been the case for the past three quarters does not make it less true Wednesday night, when the leading artificial intelligence chipmaker releases fiscal first-quarter numbers.

 

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