Nvidia’s revenue in the second quarter, according to most analysts, will exceed $28.6 billion, which would correspond to a doubling year-on-year. Operating profit will rise to $18.7 billion, and overall, the company’s upcoming quarterly report will be one of the most important for the entire technology sector in several years.
Image source: NVIDIA
Experts at Wedbush Securities generally believe that for every dollar invested in Nvidia GPUs, the financial return can be measured in the amount of $8 to $10. We emphasize that similar estimates, but in relation to an interval of four years, were previously given by Nvidia Vice President Ian Buck. In his opinion, every dollar invested in Nvidia accelerators can bring in five dollars in four years. In the case of Wedbush’s forecast, the investment time frame is not specified.
Management’s forecast for the third quarter will also have a certain significance for investors on the day the quarterly reports are released. Many analysts are concerned about the ability of the widely discussed delay in the release of some Blackwell generation accelerators to negatively affect Nvidia’s revenue dynamics in the current half of the year. Representatives of Bloomberg expect that in the server segment the company could gain $24.9 billion in the second quarter, and by the last quarter of the current fiscal year this revenue will grow to $30.9 billion. Taken together, this will allow Nvidia to earn more than $100 in the server segment alone by the end of the year billion. This is more than two times more than last year’s $47.5 billion.