UBS analysts anticipate a strong earnings report from Nvidia (NASDAQ:NVDA), projecting Q1 revenue guidance of $42.5B–$43B, driven by robust data center demand and Blackwell compute board shipments.
\u2714 Revenue projection: $42.5B–$43B (above investor benchmark)
\u2714 Data center revenue: $38.5B–$39B expected
\u2714 Blackwell compute board sales surging, with Q4 revenue near $9B
\u2714 First-quarter Blackwell revenue could exceed $20B (≈700K units)
\ud83d\udd39 Blackwell chip sales ramping ahead of GB200 racks
\ud83d\udd39 OEM/ODM partners expected to start delivering GB200 racks in March
\ud83d\udd39 Customers prioritizing early adoption of Blackwell SKUs for AI workloads
\ud83d\udcca Nvidia’s stock could gain further momentum if earnings exceed estimates
\ud83d\ude80 Data center demand remains the key driver for Nvidia’s revenue growth
\u26a0 Supply chain execution and AI adoption trends remain critical factors
\ud83d\udcca Earnings Calendar API – Track Nvidia’s upcoming earnings
\ud83d\udcc8 Price Target API – See analyst expectations for NVDA stock
With AI chip demand booming, will Nvidia’s Q1 results push the stock to new highs?
