Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models.

Nvidia is expected to report adjusted earnings of $1.23 a share on revenue of $54.83 billion for the October quarter on Wednesday after the market close, according to a FactSet poll of analysts.

Investors are intensely focused on the durability of the AI infrastructure boom and whether hyperscalers can sustain their aggressive pace of capital spending.

Nvidia’s Nov. 19 earnings could spark a historic $320B swing as options data signals high uncertainty and huge AI-driven stakes.

Arm Holdings Plc plans to start incorporating Nvidia Corp.’s NVLink technology into chip designs for AI data centers, tightening the relationship between two influential semiconductor companies.

It's hard to argue against Nvidia. An absolute juggernaut, Nvidia retains a dominant leadership position with respect to designing semiconductors, and its contributions to the growth of the artificial intelligence (AI) industry are nearly impossible to overstate.

But as the chip maker seeks to parlay its semiconductor dominance into control of the full stack, vendor lock-in is a major risk, says one analyst.

The price call is a bet that Blackwell and Rubin pipelines keep revenue climbing, even as competition tightens.

Learn more about whether NVIDIA Corporation or Tower Semiconductor Ltd. is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.

Meet the Unstoppable Stock That Could Join Apple, Nvidia, Microsoft, Alphabet, Amazon, Meta, and Taiwan Semiconductor in the $1 Trillion Club by 2030. Many technology stocks have soared in recent years to market values beyond $1 trillion.