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Nvidia will publish profits on Wednesday, investors focused on the impact of Deepseek Blackwell’s demand.
The Deepseek IA model raised concerns about the reduction in GPU sales at the start last month.
Most analysts expect Nvidia to beat profits and potentially increase advice.
Nvidia Has a high bar to erase when it brings back the revenues of the fourth quarter after the closing bell on Wednesday.
As a second world company, Nvidia will have to prove to investors this demand for its new generation Blackwell chip continues to be strong and that the company will not be negatively affected by the shocking beginnings of the deep AI model of China.
Last month, Deepseek raised concerns among investors that data centers will not need as much computer as expected, which would cause less GPU sales for Nvidia.
However, CEO of Nvidia Jensen Huang supported The fact that Deepseek’s efficiency gains will only accelerate the speed at which AI is adopted and advanced.
According to Bloomberg data, the average estimate of analysts suggests that Nvidia will increase its revenues by 73% to 38.2 billion dollars in the quarter, compared to around $ 20 billion.
Here’s what Wall Street says about the next report on Nvidia’s results.
Mizuho analysts said that even if they expect Nvidia to report an online profits report, they also expect “growth pains”.
“Our checks indicate that although Janq DC is expected online, Aprilq could be more flat because short -term ramps remain modest given the GB 200 cooling / cooling requirements,” said Mizuho in a note last week.
DC refers to income from the Nvidia data center, which encompasses its sales of GPU fleas.
For Mizuho, the emphasis is put on the second half, because it expects a “strong” blackwell ramp to compensate for lost income in the first half.
“We continue to see the NVDA stimulate the solid leadership of industry with its Cuda ecosystem, in addition to its integrated HW platform where it has solid relations with customers,” said Mizuho, adding that he Wait for Microsoft, Amazon and alphabet clients to turbocharger their blackwell blackwell blackwell Blackwell purchases later this year.
Mizuho assesses NVIDIA to “outperform” with a price target of $ 175.
Wedbush analysts said the big question in the profits is whether it will be another quarter of “$ 2 billion and $ 2 billion”. The company thinks that they can withdraw it.
“We expect another robust performance and” Clear Beat and Remove Special “of Nvidia which should calm the nerves of investors while Jensen presents the engines of massive blackwell and AI Capex demand on the ground fueling this 4th industrial revolution “Said Wedbush.
Wedbush said that on the basis of its channel controls, a single deployment of corporate AI has not slowed down or changed due to Deepseek.
“No customer wants to” lose their place online “because we are described for the next generation tokens of Nvidia,” said Wedbush.
Analysts from the Bank of America expect Nvidia to beat analysts and said that it expects civilian calendar income by 2025 to increase by 60% from a year to the other.
“Despite the supposed” revolutionary “supposed optimizations of Deepseek, there is no change until now in the intentions of expenses at NVDA of large customers, in particular Microsoft and Meta,” said Vivek Arya, analyst of Bank of America in a note earlier this month.
Arya said optimizations in hardware and software are “key computer parties”, so he does not expect deep efficiency to reduce sales for the company.
Looking at the past gains, Arya said that the Nvidia GTC conference in March is the next big catalyst. This is where the objective of investors for Nvidia could move away from Blackwell and to its new generation products, including the GPU Rubin and solutions for autonomous robots.
Bank of America assesses NVIDIA to a “purchase” with a price target of $ 190.
Nvidia is likely to meet the expectations of fourth quarter income and increase its first quarter guidelines in the midst of a significant increase in its Blackwell GPUs, “Kunjan Sobhani, technological analyst at Bloomberg Intelligence said last week.
Sobhani said NVIDIA has overcome certain recent delays and concerns of the supply chain concerning the demand for hyperscallers, as evidenced by the entirely of in -depth recovery.
“The initial shipments to key customers started in 4q and will increase at 1T26,” said Sobhani. “An increase in Capital spending advice from Meta, Microsoft, Amazon Web Services and Google helps our confidence in short -term sales.”
In an encouraging way, Sobhani said that the beneficiary margins of Nivida could “return to the mid -1970s” to the second half after decreasing due to the Blackwell production ramp.
