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15:09

Top notch great to see it Nice one Vamoss

Nvidia Earnings: Beat Is Expected, But Can Capex Hold Up?
Nvidia will report on Feb 25. Consensus sits at $65.58B. The real question isn’t whether Nvidia delivers, but whether customers can sustain this pace of AI capex. Jensen Huang also teased “never-before-seen” chips at GTC, potentially Rubin derivatives or the next-gen Feynman architecture focused on inference. Will Nvidia widen the gap between infrastructure winners and everyone else? If growth slows even marginally, does AI capex shift from “grab compute” to “prove ROI”? Will NVIDIA beat and reclaim $200?
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