The Nvidia share has been under pressure since the beginning of the year. But the quarterly balance sheet on May 28 could become a turning point. Because everything indicates that doubts can be scattered.
• Nvidia balance for the first quarter could be better than expected
• Several indications of continued strong demand for AI chips
• Also long -term sales bringers in sight
On May 28th, Nvidia will present the figures for the first quarter of its 2026 financial year – and could provide a positive surprise. Because, according to “The Motley Fool”, numerous indicators indicate that Nvidia will be able to beat again. In its guidance, the company itself expected around $ 43 billion – 65 percent more than in the previous year. That would also be a plus compared to the previous quarter: in the fourth quarter of the 2025 financial year, Nvidia had achieved sales of $ 39.3 billion. Above all, the business with chips for AI data centers that is the company’s most important growth driver should remain decisive: in the past 2025 financial year alone, this area made 88 percent of total sales. Recently, the concerns have increased that the AI editions of large companies could have decreased in this area. According to “The Motley Fool”, however, they should prove to be unfounded.
Nvidia’s quarterly balance could clear out doubts about the AI market
Despite the strong quarterly figures, the NVIDIA share has lost 13.14 percent of value on the US stock exchange Nasdaq over the course of the year (as of May 9, 2025). However, there are no surgical weaknesses -NVIDIA -NVIDIA was able to hit expectations regularly in the last quarters -but rather geopolitical uncertainties such as US tariffs, export restrictions and the concern of the AI expenses of large customers. But these worries appear increasingly exaggerated. Kevin Miller, Amazon’s Vice President for Global Data Centers, only told “CNBC” in April that he did not see any significant change in customer demand for data centers. “We continue to see a very strong demand, and we look at both the next few years and in the long run and see that the numbers only rise,” said Miller. This was also confirmed by Josh Parker from Nvidia, which produces the high-end processors used in these AI data centers, compared to the US broadcaster: “We have not experienced any setback,” said Senior Director of Corporate Sustainability.
Likewise, “The Motley Fool” sees it and, with reference to statements from the ranks of several tech companies, wrote that the demand for AI chips for data centers is still high. For example, the Facebook mother Meta announced as part of her balance sheet template that this year you want to invest $ 64 to $ 72 billion in new data centers-part of it should also flow into Hardware from Nvidia. Alphabet and Oracle also want to massively rely on Nvidia’s latest Blackwell processors for their cloud services. The group is likely to continue to benefit from the billion dollar budgets with which the tech giants upgrade their AI infrastructure. Overall, leading US tech companies want to put more than $ 300 billion in data centers this year-a huge potential for NVIDIA and an indicator that is probably exaggerated by the fears of investors before the break-in of AI infrastructure expenditure.
New boost for the business?
In addition, Nvidia in the recent annual quarter could also benefit from early chip purchases from China and thereby received sales boost. Because as the business magazine Nikkei Asia reports, companies such as Bytedance, Alibaba and Tencent would have ordered more than $ 12 billion in the value of more than $ 12 billion for fear of new US export restrictions. According to “The Information”, these tech giants secured around one million H20 chips together-an almost complete annual supply. NVIDIA expects losses to China due to export restrictions. However, the huge pre -orders could possibly more than compensate for this effect in the first quarter.
According to “The Motley Fool”, Nvidia’s participation in the $ 500 billion project Stargate, which wants to build up to ten AI data centers, may also become particularly exciting for the future. Nvidia is said to deliver around 400,000 AI chips for the first of these centers. In the long term, this cooperation could secure billions in the chip giant.
Course rally possible: Does the Nvidia share remove the bonds after the number template?
The market data thus speaks a clear language: the demand for AI calculation performance is booming – and Nvidia is well positioned as a central provider. If the company exceeds the profit expectations once again on May 28 and make an optimistic forecast, this could trigger a new price boost, according to the “Motley Fool” and the recent weak price developments are just a temporary dent.
“The purchase of the Nvidia share before the next result report was published could prove to be a clever move if you consider that it is currently being traded with the attractive 25 times the expected profit,” the news page writes. Whether it is right will be shown in a few weeks.
Editor finance.net
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