NVIDIA, CoreWeave, Dell to Report Q4 Earnings Amid AI Infrastructure Boom
TL;DR
NVIDIA, CoreWeave, and Dell report Q4 earnings this week, with investors focused on AI infrastructure growth and hardware rollout success. NVIDIA's revenue is estimated at $65.6 billion, while all three companies are expected to show strong performance.
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This week, three key players in the AI infrastructure sector will release their quarterly earnings: NVIDIA, CoreWeave, and Dell. Investors are looking for evidence that sustained capex is leading to successful rollout of next-generation hardware. NVIDIA, as the primary supplier of GPUs for large language models, is the ultimate barometer for the sector, with consensus estimates pegged at $65.6 billion in revenue. CoreWeave and Dell will also report, with analysts expecting significant revenue growth and a massive backlog for AI hardware.