A visual preview | Strongly bullish from major institutions before the earnings report! nvidia's performance is about to arrive, and Blackwell may become a catalyst for the stock price. Can it lead the US stock market to continue its celebration?
According to Bloomberg consensus estimates, as nvidia's most critical business - datacenter is expected to achieve revenue of 29.083 billion USD, a year-on-year increase of 100.38%. This indicates that the share of this business in the company's revenue is expected to continue to expand to 88.06%, compared to 87.5% in the last quarter.
This week, it's time for the nvidia moment again!
Wall Street estimates that nvidia's revenue for the third fiscal quarter will reach 33.28 billion dollars, an 84% year-on-year increase, and datacenter revenue will continue to set historical records. However, how long can the long-term near triple-digit rocket growth continue? nvidia needs a big surprise to please investors, focusing on the shipment status of Blackwell.
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Using nvidia's CUDA-Q platform, Google can utilize 1024 H100 Tensor core GPUs on nvidia's Eos supercomputer to perform the world's largest and fastest quantum device dynamics simulation at a very low cost, capable of comprehensive simulation of a device with 40 qubits. A noise simulation that originally required a week can now be completed in a few minutes.
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