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Wall Street Expects Strong Q2 for Nvidia Amid Robust AI Demand


Wall Street is gearing up for another impressive performance from Nvidia (NASDAQ:NVDA) as the chip giant prepares to announce its fiscal Q2 2025 results on August 28. Known for its top-tier graphics processing units (GPUs), Nvidia remains the go-to choice for handling generative AI workloads, and demand for these chips continues to soar, pointing to promising quarterly figures.
Despite recent reports hinting at potential delays in the release of Nvidia’s Blackwell chip, some analysts predict that any temporary disruptions will not have a lasting effect on the company’s outlook. According to Goldman Sachs, investor confidence in Nvidia’s earnings prospects for 2025 should remain strong, particularly if the company’s management and supply chain updates provide encouraging signals in the coming weeks.
Analysts expect Nvidia’s Data Center revenue to see healthy sequential growth, fueled by the sustained demand for Hopper-based GPUs and early Blackwell shipments. In addition, the company’s Networking business is likely to experience expansion, mitigating any short-term challenges related to the timing of Blackwell’s rollout.
Nvidia’s standing among cloud service providers and enterprise customers also continues to be robust. U.S.-based hyperscalers, who generate more than half of Nvidia’s Data Center revenue, have voiced confidence in Nvidia’s future, reflecting widespread optimism across the industry.
These major players are reportedly ramping up their investments in generative AI, viewing it as a key growth driver across sectors such as advertising. They are placing a premium on securing early leadership in AI, indicating a willingness to over-invest now to avoid missing out on what they see as a game-changing opportunity for revenue growth.
From an investment standpoint, analysts see Nvidia’s trajectory as highly favorable heading into the upcoming earnings report.

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