UBS predicts a significant earnings report from Nvidia (NASDAQ: NVDA), forecasting Q1 revenue guidance between $42.5B and $43B driven by robust demand in data centers and impending Blackwell compute board shipments.

Key UBS Projections for Nvidia

✔ Projected Revenue: Q1 revenues likely range from $42.5 billion to $43 billion (above market expectations).
✔ Data Center Revenue: Expected to reach $38.5 billion to $39 billion.
✔ Blackwell compute board sales: Anticipated surge of revenues nearing $9 billion in Q4, with first-quarter potential exceeding $20 billion.

Nvidia’s Strategy & Market Performance

Investment in Blackwell chip sales continues to ramp ahead of GB200 racks. OEM partners are slated to deliver GB200 racks by March. Early adoption of Blackwell SKUs for AI workloads grows among customers.

Market Impact and Investor Insights

Should Nvidia’s earnings beat projections, the stock could gain momentum. Data center demand remains the key revenue driver, while supply chain management and AI adoption trends are critical.

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