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AI Trade is reaching a critical moment: Will NVIDIA's Earnings Reports next week shake up the market?
Market consensus expectations indicate that NVIDIA's revenue for the fourth quarter will be 42 billion dollars, with a revenue growth rate significantly slowing down to 73%. At the same time, NVIDIA's customers have raised their spending expectations on AI, predicting that AI revenue will continue to grow, focusing on the impact of product transition on performance, the delay of Blackwell GB200, and NVIDIA's perspective on AI application deployment.
