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Nvidia's earnings report will be released tonight, and Wall Street will follow the impact of Blackwell chip demand and DeepSeek
As the world's second-largest company, Nvidia needs to prove to investors that demand for its next-generation Blackwell chips remains strong and will not be impacted by the DeepSeek AI model, according to Golden Finance. On average, analysts expect Nvidia's revenue to rise 73% to $38.2 billion in the quarter, compared with about $20 billion in the same period last year. Here's what Wall Street has to say about Nvidia's upcoming earnings report: Mizuho analysts expect Nvidia to report earnings that are "in line with expectations," but there may be "growing pains" and data center revenue in the April quarter could level off. Wade Bush Securities believes that NVIDIA will perform strongly again and "clearly exceed expectations and raise expectations", and its survey shows that the deployment of individual AI enterprises has not slowed down because of DeepSeek. Bank of America expects Nvidia's 2025 data center revenue to rise 60% year-over-year, citing the GTC conference in March as the next big catalyst. Bloomberg Intelligence said that Nvidia is very likely to meet its fourth-quarter revenue expectations and raise its first-quarter expectations significantly against the backdrop of the Blackwell GPU's substantial rise.