Nvidia Q2 Earnings Expected Strong, Wall Street Focuses on Hidden Commitments Beyond the Report
Odaily News: Wall Street is now focusing not only on Nvidia's (NVDA.O) expected strong second-quarter earnings but also on its AI-related credit exposure that could reach $200 billion by 2028. Investors want Nvidia to further clarify its off-balance-sheet commitments related to AI infrastructure financing, supply, and power.
Despite these concerns, Nvidia's second-quarter revenue is still expected to nearly double to $92.2 billion, driven by continued strong demand for data centers. (Jin Shi)