Nvidia and Salesforce Earnings: AI Demand and Growth Trajectories in Focus

Nvidia is set to report its Q2 earnings after market close on August 26. Analysts expect another strong quarter, with revenue forecast at around $91 billion, a 96% increase from the same period last year.

This is the first quarter where China data-centre sales won't be included, giving investors a clearer picture of underlying demand across the wider business.

Nvidia shares have risen 18% this year, outperforming the S&P 500. However, with the share price around $225, investors want evidence that AI demand is still accelerating quickly enough to justify Nvidia's valuation.