Wed Nov 19 20:40:00 UTC 2025: ## Nvidia Earnings Report Looms: Wall Street Eyes AI Chip Giant’s Future

Key Points:

  • Nvidia is set to release its fiscal third-quarter earnings report after market close on Wednesday.
  • Wall Street anticipates earnings per share of $1.43 on $61.66 billion in revenue for the current quarter.
  • Analysts will closely scrutinize Nvidia’s outlook, sales backlog, and any insights from CEO Jensen Huang regarding the AI infrastructure landscape in 2025 and 2026.
  • Nvidia currently has $500 billion in chip orders in calendar 2025 and 2026
  • Investors will be interested in Nvidia’s equity deals with companies like OpenAI, Nokia, and Intel. The company recently announced a $10 billion investment in AI company Anthropic.
  • The report will likely address the potential for exporting a version of Nvidia’s Blackwell AI chip to China, which analysts believe could add up to $50 billion annually to Nvidia’s sales.

Rewrite as News Article:

Nvidia Earnings Report Looms, Analysts Expect Growth Amid AI Boom

Silicon Valley, CA – Artificial intelligence chip giant Nvidia is set to release its fiscal third-quarter earnings report after the market closes today, and Wall Street is bracing for a deep dive into the company’s performance and future prospects.

Analysts are predicting earnings per share of $1.43 on $61.66 billion in revenue for the current quarter, but the focus will be on Nvidia’s guidance and the insights CEO Jensen Huang provides on the burgeoning AI infrastructure market.

Nvidia is a central player in the AI boom, with major cloud companies and AI labs relying on its chips for next-generation model development. Huang previously stated that Nvidia had $500 billion in chip orders in calendar 2025 and 2026. Investors will be eager to hear more about the demand for the company’s technology, particularly in light of unprecedented data center build-outs by hyperscalers.

Beyond its core business, Nvidia’s strategic investments in other companies are expected to be a key topic. Recent deals include agreements with OpenAI, Nokia, Intel, and a significant $10 billion stake in AI startup Anthropic.

The potential for Nvidia to gain licenses to export a modified version of its Blackwell AI chip to China is also on the radar. Analysts estimate that access to the Chinese market could boost Nvidia’s sales by as much as $50 billion per year.

With the AI landscape evolving rapidly, Nvidia’s earnings report and management commentary will be closely watched for signals of future growth and direction.

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