NVIDIA's earnings report will be released tonight, and Wall Street is focused on Blackwell chip demand and the impact of DeepSeek
ChainCatcher news, according to Jinshi reports, Nvidia will announce its fourth-quarter earnings after the U.S. stock market closes on Wednesday. As the world's second-largest company, Nvidia needs to prove to investors that the demand for its next-generation Blackwell chips remains strong and is not impacted by the DeepSeek AI model. Analysts expect Nvidia's revenue for this quarter to grow by 73%, reaching $38.2 billion, compared to approximately $20 billion in the same period last year.Here is Wall Street's interpretation of Nvidia's upcoming earnings report:Mizuho Securities analysts expect Nvidia to release an "in-line" earnings report, but there may be "growing pains," as data center revenue for the April quarter may stabilize.Wedbush Securities believes Nvidia will perform strongly again and "clearly exceed expectations and raise guidance," with their survey indicating that individual AI company deployments have not slowed down due to DeepSeek.Bank of America expects Nvidia's data center revenue in 2025 to grow by 60% year-over-year and points out that the GTC conference in March is the next important catalyst.Bloomberg Intelligence states that Nvidia is likely to meet fourth-quarter revenue expectations and raise first-quarter expectations against the backdrop of significant growth in Blackwell GPUs.
