On August 27, Nvidia will publish its quarterly figures for the second business quarter. A financial blogger believes that the chip designer’s share will continue to grow afterwards.
• NVIDIA is one of the main professionals of the AI hypers
• Anthony di Pizio: Nvidia share still has scope upwards
• Tech giants have announced huge AI investments
The stock exchanges are currently largely powered by the AI hype. In order to assess whether the good atmosphere is in this regard, investors pay great interest in the development of the Nvidia share, which has developed into the figurehead of the current hypes surrounding artificial intelligence. This is due to the fact that the technologies of the US company, originally developed for graphics cards, have a particular proceed for AI applications.
Thanks to its technological advantage, the chip designer dominates around 80 percent of the world market for AI high-performance processors and is therefore the undisputed market leader. Hyperscales such as Microsoft, Meta, Alphabet or Amazon buy the AI accelerators from Nvidia in large quantities and thus build up huge computer clusters for advanced AI applications.
Anthony di Pizio sees further potential for Nvidia share
Anthony di Pizio, financial blogger at “The Motley Fool”, is optimistic that the next quarterly report by Nvidia, which will be presented on August 27, could be another important upward catalyst. The prerequisite for this is that the results do not remain behind the expectations of the market. According to Yahoo! Finance is the consensus estimate of Wall Street at a quarterly gain of $ 1 per share and sales proceeds of $ 45.75 billion.
However, Di Pizio assumes that Nvidia fulfills the expectations with ease and may even exceed. In both cases, the basis for further price increases of the share would be created.
New Blackwell chips come onto the market
As the financial expert continued, market participants should also focus on the forecasts of management for the coming third quarter of the financial year, since this will probably reflect the demand for the latest CHIP generation. Nvidia’s newly developed Blackwell Ultra-GPUS is expected to come onto the market in the second half of the 2025 calendar year. Since the second quarter of the 2026 financial year ended by NVIDIA on July 31 and thus includes July, the next quarterly report on August 27, according to di Pizio, could possibly include sales update.
Large customers invest in AI infrastructure
According to Di Pizio, all the signs indicate astronomical demand. For example, several major customers recently informed their shareholders that they wanted to invest more in the AI data center infrastructure this year than originally planned.
Google mother Alphabet, for example, has increased its forecast for the investment expenditure for 2025 from 75 to $ 85 billion. Meta Platforms plans to invest $ 66 to 72 (instead of the originally mentioned $ 64 to 72) and Amazon could even exceed investment expenses this year $ 118 billion. The lion’s share of this is likely to flow into the infrastructure of AI data centers and chips.
Editor finance.net
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