Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025.
Jung Yeon-je | Afp | Getty Images
Artificial intelligence chipmaker Nvidia is set to release its fiscal third-quarter earnings on Wednesday after market close. The report is hotly anticipated, not just for the backward-looking financials, but for insights into the company’s future trajectory amidst the ongoing AI arms race.
Here’s what Wall Street expects, according to LSEG consensus estimates:
- EPS: $1.25
- Revenue: $54.92 billion
The Street also anticipates the chip giant to guide the current quarter towards $1.43 in earnings per share on $61.66 billion of revenue. Nvidia typically provides one quarter of revenue guidance, making this forecast a critical indicator of near-term growth prospects.
Beyond the headline numbers, the market will be intensely focused on any commentary from Nvidia and CEO Jensen Huang regarding the company’s outlook and its burgeoning sales backlog. In particular, analysts will be probing for updates on Nvidia’s capacity to meet the staggering demand for its AI-focused processing units.
Nvidia sits at the epicenter of the AI revolution. With every major cloud provider and AI research lab counted among its clientele, the company’s chips are the de facto standard for developing next-generation AI models. This dominant position has fueled unprecedented investment in data center infrastructure, with hyperscalers committing hundreds of billions of dollars to construct facilities optimized for Nvidia’s technology.
Last month, Huang hinted at a staggering $500 billion in chip orders for calendar years 2025 and 2026, inclusive of the upcoming Rubin architecture, slated for volume shipments next year. Investors are eager to glean more granular details about Nvidia’s visibility into the future of AI infrastructure demand. The dependence of the top AI model developers in the U.S. on Nvidia’s chips undeniably gives the company unique insight into near-term expansion in the field. The company’s Q3 earnings call should provide key details on exactly where, and how, that expansion is going to continue in the early part of 2026.
As of Tuesday, LSEG-polled analysts project Nvidia’s sales to surge by 39% in fiscal year 2027, commencing in early 2026. This projection highlights the long-term bullish sentiment surrounding Nvidia, predicated on the expectation that the AI boom has legs.
Investors will also be keen to understand the strategic rationale behind Nvidia’s recent equity deals with customers and suppliers. These include reported investments in OpenAI, strategic partnerships with industrial giants like Nokia, and an equity stake in its former rival Intel. Nvidia’s investment spree continued this week with a reported $10 billion stake in Anthropic, indicating a broader strategy of fostering innovation and securing access to cutting-edge AI technologies.
Furthermore, Nvidia management will likely face questions regarding the evolving geopolitical landscape, particularly concerning China. The potential for the company to secure licenses from the U.S. government to export modified versions of its current-generation Blackwell AI chips to China remains a critical factor. Analysts speculate that access to the Chinese market could potentially unlock an additional $50 billion in annual revenue for Nvidia.
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