Nvidia Forecasts Strong Q4 Earnings: Driven by Cloud and AI Growth

Nvidia is set to announce its quarterly earnings on November 19th, with analysts expecting another impressive performance exceeding forecasts. This positive trajectory stems from robust cloud spending by giants like Microsoft and Amazon, along with increasing investment in AI startups such as CoreWeave. The company’s GPU sales cycle, particularly fueled by the Blackwell and RTX Pro chips, is expected to exceed $500 billion in revenue through 2026, significantly surpassing earlier projections. Further growth drivers include Nvidia’s expanding networking business and its new partnerships in quantum computing, telecom, self-driving cars, and robotics.