$160 to hit targets
Nvidia Earnings Preview: A Leap or A Trap Ahead?
On August 27 after the market close, Nvidia will release its highly anticipated Q2 earnings report. Recently, a flood of reports have pointed to surging AI demand, with upstream advanced packaging shipments and downstream CPO, PCB, and server demand all being significantly revised upward. Market expectations are climbing higher and growing increasingly optimistic.
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So, what kind of results and guidance will Nvidia deliver? How will the ramp-up of GB200 and GB300 look? And how far along is the mass production progress of the Rubin series?
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