Expected to post earnings on May 20, Nvidia is expected to post another solid quarter.

In Q4, Nvidia posted revenue of $68.1 billion, up 73% year over year. Full-year sales came in at $215.9 billion, up 65% year-over-year. And according to CEO Jensen Huang, Blackwell remains a key revenue catalyst, with the upcoming Vera Rubin platform expected to grab the baton.

“Computing demand is growing exponentially – the agentic AI inflection point has arrived. Grace Blackwell with NV Link is the king of inference today – delivering an order-of-magnitude lower cost per token – and Vera Rubin will extend that leadership even further,” he noted.

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We also have to consider that Nvidia will continue to benefit from accelerating AI infrastructure spending. In 2025, some of the biggest tech firms spent about $415 billion on AI infrastructure, which benefited Nvidia. For 2026, that’s expected to balloon to $630 billion. Moving forward, according to Nvidia, spending could reach $3 trillion. 

As we near first-quarter earnings, analysts are looking for revenue to range from $70 billion to $78 billion, or about 60% year over year growth. EPS is expected to nearly double. And is data center segment is expected to drive a good deal of growth, supported by heavy spending from hyperscale customers like Microsoft, Amazon, and Alphabet. Beyond the quarterly results, guidance may be a substantial catalyst for the stock. Investors are looking for reassurance that AI spending remains durable into the second half of the year.

Sincerely,

Ian Cooper