US EditionThe Fight over Cashless Bail: What You Need to Know
Nvidia's $500 billion chip bookings through 2026 highlight strong AI demand despite concerns over a valuation bubble and supply constraints, with earnings due this Wednesday.
- This Wednesday Nvidia will release fiscal 2026 third quarter results, with Jensen Huang saying the company has $500 billion in bookings and Wall Street investors treating it as a critical AI test.
- Amid valuation worries, investors note growing concerns about lofty AI multiples, interlocking 'circular deals' among major players, and high-profile Nvidia stock sales by Peter Thiel and SoftBank.
- The company reported revenue of $57 billion, with data-center revenue of $51.2 billion and a GAAP gross margin of 73.4.
- Market commentary included: investors reacted as Nvidia shares dropped 12% from their record close and trade around a $4.4 trillion market cap; Stutland said, `With every quarter that goes by, Nvidia earnings become more important in terms of clarification on where AI is moving and how much spending is being done.`
- Analysts expect guidance near revenue of about $62.17 billion and a roughly 74% gross margin for the fiscal fourth quarter ending in January, while supply constraints persist despite TSMC expanding capacity and funding risks for cloud customers remain.
10 Articles
10 Articles
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