Nvidia founder and CEO Jensen Huang reacts throughout a press convention on the Asia-Pacific Financial Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025.
Jung Yeon-je | Afp | Getty Pictures
Synthetic intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes.
Here is what Wall Avenue is anticipating, per LSEG consensus estimates:
- EPS: $1.25
- Income: $54.92 billion
Wall Avenue is anticipating the chipmaker to information within the present quarter to $1.43 in earnings per share on $61.66 billion of income. Nvidia sometimes gives one quarter of income steering.
Something Nvidia or CEO Jensen Huang says concerning the firm’s outlook and its gross sales backlog can be carefully scrutinized.
He’ll have heaps to speak about.
Nvidia is on the heart of the AI increase, and it counts counts each main cloud firm and AI lab as a buyer. The entire main AI labs use Nvidia chips to develop next-generation fashions, and a handful of corporations known as hyperscalers have dedicated a whole lot of billions of {dollars} to assemble new information facilities round Nvidia know-how in unprecedented build-outs.
Final month, Huang mentioned Nvidia had $500 billion in chip orders in calendar 2025 and 2026, together with the forthcoming Rubin chip, which is able to begin delivery in quantity subsequent yr. Analysts will wish to know extra about what Nvidia sees coming from the AI infrastructure world subsequent yr, as a result of all 5 of the highest AI mannequin builders within the U.S. use the corporate’s chips.
As of Tuesday, analysts polled by LSEG count on Nvidia’s gross sales to rise 39% within the firm’s fiscal 2027, which begins in early 2026.
Buyers will wish to hear about Nvidia’s fairness offers with clients and suppliers, together with an settlement to make investments in OpenAI, a deal with Nokia and an funding into former rival Intel. Nvidia has stored its tempo of deal-making up, agreeing to take a position $10 billion into AI firm Anthropic earlier this week.
Nvidia administration can even be requested about China, and the chance that the corporate may acquire licenses from the U.S. authorities to export a model of its current-generation Blackwell AI chip to the nation. Analysts say Nvidia’s gross sales may get a lift of as a lot as $50 billion per yr whether it is allowed to promote current-generation chips to Chinese language corporations.
WATCH: There’s rather a lot using on Nvidia’s earnings, says Interactive Brokers’ Sosnick