Chipmaker Nvidia (Nvda) should publish its latest income this week, with high expectations around the results of the company, having become known as the Chéri of artificial intelligence (IA) of the stock market.
NVIDIA (Nvda) The results of the fourth quarter are expected to be released on Wednesday and the company guided income of $ 37.5 billion, more or less 2%, for the period. This is compared to a registration turnover of $ 35.1 billion (27.8 billion pounds sterling) in the third quarter.
NVIDIA (Nvda) has a history of supply of results that beat estimates, so that expectations have become high around its income. It turned out to be the case in the third trimesterLike nvidia (Nvda)) The key forecasts for income and profits, the raw margins were lower and its orientations on income for the fourth quarter were just ahead of Wall Street expectations.
As the final MAGNIFICENT 7 Company to report this season of profits, NVIDIA (Nvda) will act as a critical test for AI’s request, since his chip plays a key role in facilitating this technology.
NVIDIA (Nvda) Actions dropped last month after the publication of a low -cost AI model by the Chinese startup Deepseek Investors by questioning the level of spending on technology by large technological companies. The drop of Nvidia (Nvda) sharing suffered $ 589 billion Out of its market value, marking the greatest loss of a day in the history of the stock market.
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Despite the nervousness of the market, companies continue to announce enormous investments in AI. The Chinese Alibaba technology giant (9988.hk,, Baba) would have planned to spend more than 380 billion yuan (41.5 billion pounds sterling) on IA infrastructure in the coming years.
At the same time, Bloomberg reported on Monday that Microsoft (Msft) had started Cancel leases for a large amount of data center capacity in the United States. The Investment Bank TD Cowen would have declared that this could reflect concerns as to whether the company builds more IA computing than it would need in the long term. Microsoft and TD Cowen spokespersons had not answered Yahoo Finance UKRequest for comments when writing the editorial’s moment.
By looking at NVIDIA’s results on Wednesday, Susannah Streeter, head of money and markets at Hargreaves Lansdown, said: “Despite the emergence of important language models that are cheaper to manage, other signs, including Huge investment plans in the infrastructure of technology giants like Meta (Meta), indicate that Nvidia (Nvda) High -end fleas will remain in demand.
“Investors expect another mega number in terms of income growth-which should land at 72%,” she said. “Enthusiasm is always super hot for AI investments, but given Nvidia (Nvda) Méga-crosses pushed, expect a certain volatility in advance if the results do not meet expectations. “”