Nvidia (NASDAQ: NVDA) Q2 2025 Earnings Preview: Blackwell Chip Delay Concerns Addressed
As the world's top investment manager and financial market journalist, I bring you the latest insights on Nvidia's upcoming second-quarter results for fiscal 2025. Analysts are focused on potential delays in the release of Nvidia's next-generation Blackwell (BW) chip and the company's ability to meet demand.
Stifel analysts anticipate any delays to be short-term, with positive feedback on demand for H-Series chips. They expect Nvidia to beat expectations once again, maintaining a focus on long-term growth and software offerings.
UBS analysts foresee strength in Nvidia's data center segment, potentially reaching $26 billion in revenue. Key indicators like strong results from SMCI, growth in high-performance computing for TSMC, and robust AI server sales suggest a strong performance ahead.
Despite Taiwan's export data indicating a lower figure, UBS expects Nvidia to guide toward $31-32 billion in revenue, with a focus on Hopper and H200 demand driving growth.
The main concern lies in Nvidia's previous statement about expecting "significant" Blackwell revenue this year, which may be impacted by delays in customer volume shipments. However, analysts believe Nvidia will communicate that the BW chip is "on track" for 2025.
In conclusion, Nvidia's upcoming earnings report is expected to show resilience in the face of challenges, with a focus on long-term growth drivers and continued demand in key segments. As an investor, it's important to monitor these developments and understand the potential impact on Nvidia's stock performance and your investment portfolio.