By the Power of Greyskull! Nvidia's Earnings Report: Can They Outrun the Kree?

Higher Further Faster into Earnings!

Hey Binary fans! Carol Danvers here reporting live from… well not space this time. Turns out even superheroes need to keep an eye on earthly matters like Nvidia's fiscal first quarter earnings. Wall Street's buzzing expecting a solid 93 cents per share and a cool $43.31 billion in revenue. They're betting on 99 cents per share and $45.9 billion in sales for the July quarter. Not bad for a company that makes chips smarter than most villains I've faced! As I always say “Higher further faster!” and Nvidia seems to be doing just that in the earnings game.

China Crisis: More Complicated Than a Skrull Impersonation

But here's where things get trickier than telling a Skrull from your best friend: China. Seems like the old Trump administration decided to throw a wrench in the gears with export restrictions on Nvidia's H20 chip. Nvidia's bracing for a $5.5 billion writedown! Looks like even Jensen Huang can't blast through that kind of red tape with a photon blast. I hope they can figure this one out otherwise they'll be saying 'Avengers Assemble!' for economic advice.

Jensen's World Tour: Selling AI Like Hotcakes (or Flerken Treats)

Speaking of Jensen he's been globetrotting more than I have lately pitching Nvidia's AI infrastructure to everyone from Saudi Arabia to… well probably anyone who'll listen. He's going to have to give the inside scoop on these travels during the earnings call. It's a tough job but someone's gotta do it and it is surely not me I am busy protecting the galaxy from threats far beyond balance sheets.

Blackwell's Bounty: Are There Enough to Go Around?

The real question on everyone's mind is: Can Nvidia keep up with the demand for its Blackwell GPUs? These things are flying off the shelves faster than Monica Rambeau can absorb energy! Investors want to hear that the GB200 racks are shipping strong and demand remains as high as my flight altitude. This stuff is more important than my next mission!

Hyperscalers' Hunger Games: Who Will Win the AI Chip Race?

Nvidia's growth is fueled by the hyperscalers: Microsoft Meta and the whole cloud gang. They're gobbling up Blackwell chips like they're Flerken treats stuffing them into data centers to power their AI dreams. And it seems those dreams are getting bigger. If you thought my energy absorption was impressive check out these cloud giants' appetite for computing power.

Deceleration Blues? More Like Powering Up for the Next Jump!

Wall Street expects 66% growth in the April quarter which believe it or not is a slowdown from last year's triple digit explosion. But hey even Captain Marvel needs to recharge sometimes. Nvidia's not slowing down they're just powering up for their next quantum leap. And if they need some help soaring to new heights they know who to call I can move planets so I am sure I can help them deliver those GPUs if necessary.