NVIDIA Earnings Next Week Amid $500 Billion AI Deals

NVIDIA (NVDA) is set to report its quarterly earnings next week, and traders are closely watching revenue, EPS, and guidance for AI server demand.

The company has struck preliminary deals with major firms to mobilize over $500 billion for AI infrastructure. According to CEO Jensen Huang, NVIDIA may guarantee up to $125 billion in these agreements, although they are still pending finalization.

NVIDIA is also set to start small-batch shipments of a China-specific AI language chip by year-end. This chip targets faster Chinese chatbot inference alongside NVIDIA GPUs and is licensed from Groq.

The company has received certification for Ouster's sensors, which will integrate with NVIDIA's Jetson and DRIVE Hyperion platforms for production use.