Nvidia bulls whispering about big earnings report
The Street remains optimistic about Nvidia's earnings prospects despite recent concerns over the long-term demand impact from rival firm DeepSeek. Aggressive capital expenditures assumptions by hyperscalers such as Amazon and Meta underscore the potential for Nvidia to benefit from the global buildout of AI infrastructure. However, cautious signs, including a modest decline in EPS trends and unchanged 2025 estimates, suggest that investors may be bracing for softer results.
- The growing hype around AI is masking some fundamental questions about the sustainability of these investments, particularly when it comes to energy consumption and environmental impact.
- Will Nvidia's strong guidance and customer momentum be enough to overcome concerns about the competitiveness of its products in a rapidly evolving market?