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NVIDIA Q1 earnings preview: Will the AI boom make a comeback?
$NVIDIA (NVDA.US)$ is set to release its Q1 FY2025 earnings report after the market closes on May 22. NVIDIA's earnings performance has excee Show More
$NVIDIA (NVDA.US)$ is set to release its Q1 FY2025 earnings report after the market closes on May 22. NVIDIA's earnings performance has exceeded market expectations for five consecutive quarters, and it has achieved record-breaking revenue and profit for three consecutive reporting periods.

Several tech giants have plans to develop their own chips, such as META Training and Inference Accelerator MTIA, Intel's Gaudi series chips, and NVIDIA's longtime rival AMD with its MI300 series chips. However, NVIDIA's B200 chip, based on the Blackwell architecture and expected to be released by the end of this year, is still anticipated to be the highest-performing AI chip on the market. The release of this product will further solidify NVIDIA's market position.

Although demand for its AI chips is robust, there are concerns regarding whether NVIDIA's upstream suppliers can meet the downstream demand. Furthermore, the volatile macro environment is yet another factor that investors should consider.
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