NVIDIA: Chips for artificial intelligence (Photo: Freepik, Meshcube)
Santa Clara-does the Deepseek shock follow a new AI moment-or does the bladder burst? The best seismograph is undoubtedly the chip giant Nvidia. Today the quasi-monopolist publishes for super-fast half-handleed quarterly results and annual balance sheet. The markets expect almost impossible.
Almost $ 600 billion away: The budget of Spain has fizzled out at the course damper of the world’s second most valuable group in January. After 2 stormy years, the Nvidia share has lost 6.89 percent in 2025 and is currently listing $ 126.70 (status: US State Castle yesterday).
Outstanding – but not outstanding enough: so came The last quarter of the quarter to. Nvidia once again exceeded the forecasts and increased sales by 17 percent compared to the previous quarter to the record height of $ 35.1 billion. But the markets wanted more, the course weakened.
Is Deepseek Nvidia Schub? CEO Huang sees global change
Most recently, Deepseek’s success has given the Nvidia euphoria a damper. The Chinese AI comes to the performance of the US models, with a fraction of the costs. Are fewer AI chips now needed? In the meantime, many believethat Nvidia’s business is rather boosting.
“The AI age is in full swing and drives a global change to Nvidia computers”, emphasized CEO Jensen Huang At the last quarter report. AI change every industry, every company and every country. Companies revolutionized their work processes with AI agents.
Expansion of the AI data centers-bottlenecks in the Blackwell chip
The chip hunger of the Amazon, Microsoft and Co data centers made Nvidia a giant. Big Tech wants to further expand his AI infrastructure, which is mainly based on Nvidia chips. For irritation but report reportsthat Microsoft has terminated rental contracts for data centers.
Delivery bottlenecks recently disturbed the business with the coveted Blackwell processors, the latest generation of AI chips. According to NVIDIA, NVIDIA cannot yet optimally operate the demand. Fear analysts Loss of sales and lower margins. Will the group solve the problem?
Analysts on delivery problems-Trump-Zölle could hit Nvidia
The range of blackwell chips can be higher than expected, the notes Analysts of the US financial house Keybanc to. The Swiss UBS-Bank also considers higher Blackwell sales possible thanks to optimized supply chains. Mizuho analysts only expect improvement in May.
Donald Trump should not be missing from opportunities and risks: US import tariffs would also make the Nvidia chips manufactured at TSMC in Taiwan. The Stargate-Project with Oracle and Openaai initiated by Trump, on the other hand, could push the demand for AI-held ladders.
Profit and sales: forecasts by the market observer
The profit per share should continue to increase in the 4th quarter of the financial year: The average prognosis of 43 analysts is loud at around $ 0.85 finanzen.net. In the quarter from August to October 2024, Nvidia had around $ 0.78, around $ 0.49 in the previous year.
Also increase in sales forecasts-around $ 38.10 billion appreciate the analysts on average for the 4th quarter. Much more than in the previous year’s quartal (around $ 22.10 billion) and than in the 3rd quarter of the financial year (around 35.08 billion). The financial year ends on January 31.
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All information without guarantee for completeness, correctness and topicality. The text does not represent a trade recommendation or investment advice.