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Nvidia faces high expectations as AI demand powers earnings outlook

Nvidia is expected to report another quarter of explosive growth when it releases fiscal second-quarter results after the market closes on Wednesday (August 26), with investors focused on whether demand for artificial intelligence infrastructure remains strong enough to justify the chipmaker's lofty valuation. Wall Street expects revenue of about $92 billion and adjusted earnings per share of roughly $2.09, slightly above Nvidia's own forecast for quarterly revenue of $91 billion.

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Transcript
00:18There you go.
00:31H200 has been licensed to ship to China.
00:34It would be terrific to be able to serve that market.
00:38The Chinese market is very important, it's very large, of course, and if we have an opportunity
00:42to increase the capacity of computing in China, it would be terrific.
00:48As you know, in the world, in the era of AI, computing equals revenues, and because the
00:56computer generates the tokens, and the tokens generates revenues.
01:00So in this era, compute equals revenues, and if we can provide incremental capacity into
01:08China, it would be terrific.
01:19Jonathan, how do you like China?
01:21I love China.
01:22Yeah?
01:23Do you plan to visit?
01:23I'm having a great time.
01:26Isn't there a bar here?
01:28Is there anything else?
01:58This is the bar here.
01:58This is the bar here.
01:58The bar here is the bar.
01:58You

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