UBS analysts anticipate a strong earnings report from Nvidia (NASDAQ:NVDA), projecting Q1 revenue guidance of $42.5B–$43B, driven by robust data center demand and Blackwell compute board shipments.
Key UBS Insights on Nvidia
? Revenue projection: $42.5B–$43B (above investor benchmark)? Data center revenue: $38.5B–$39B expected? Blackwell compute board sales surging, with Q4 revenue near $9B? First-quarter Blackwell revenue could exceed $20B (≈700K units)
Nvidia’s Strategy & Market Position
? Blackwell chip sales ramping ahead of GB200 racks? OEM/ODM partners expected to start delivering GB200 racks in March? Customers prioritizing early adoption of Blackwell SKUs for AI workloads
Market Impact & Investor Takeaways
? Nvidia’s stock could gain further momentum if earnings exceed estimates? Data center demand remains the key driver for Nvidia’s revenue growth? Supply chain execution and AI adoption trends remain critical factors
? Stay Ahead with Market Data
? Earnings Calendar API – Track Nvidia’s upcoming earnings? Price Target API – See analyst expectations for NVDA stock
With AI chip demand booming, will Nvidia’s Q1 results push the stock to new highs?
