The entire investment world now depends on Nvidia's tomorrow earnings...

... and it's not even the largest company in the world (yet) 😊

Let's check the data…

Wall Street expects revenues of $20.41 billion, which is sequentially +12.7% more than the previous quarter. See Figure 1. But year on year it will be +237.3%!

The company itself provided guidance of $20.0 billion, +/- 2% (Figure 2). Wall Street also expects revenues to be exactly on the company's upper band. Not very ambitious…

In the previous three quarters, the company beat the consensus by 11.9%, 22.4% and 10.3% respectively - see Figure 1.

But the most important thing will, of course, be the increase in revenues in Data Centers (AI is mainly there). Wall Street expects $17.2 billion, or +18.6% sequentially and +375.87% YoY. See Figure 3.

According to the consensus, revenues in Data Centers will increase by another 40% to $24.1 billion over the next 4 quarters.