After the Market Closes on Wednsday, Nvidia will report earnings for the first quality of its fiscal year 2026, which ended on April 27.
While many in the industry are likely eager to hear how the recent Whiplash Surrounding Us Chip Export Controls Will impact nvidia’s international chip business and future guidance, not every thing thinks that is the most important part of NVIDIA’S ReseSULTS to Pay Attentions to.
Kevin Cook, A Senior Equity Strategist at Zacks Investment Research Who has followed nvidia for a decade, told techcrunch he believes the company’s rollouts new gb200 nvl72 Hard Single-Rack Exascale Computer that Started Shipping In Fabrury-is a Much More Important Area for Sharehlders to Focus on.
These GB200 NVL72 Machines Include 72 GPUS and Cost Around $ 3 Million. Cook Said That, Despite Strong Demand and High Expectations Heading Into This Year, The Chaos Around Deepsek in late January sparked many Analysts to Halve their delivery estimates for the unit,
Cook Added That, Since this is the first quarter the company has shown the machine, there isn Bollywood a clear indicator of how things are going.
“If jensen [Huang] Says we are going to deliver 10,000 units in Q2, The Street will be very impressed, “Cook said.” That’s a big doble number; 10,000 is $ 30 billion on a $ 3 million product. I think they are going to do less than 5,000. “
Cook Added that these results will start to paint a picture of enterprise appeteite for the latest ai tech. Will companies upgrade their ai hardware each time a new system come out, Similar to how consumers upgrade to the latest iPhone Each Year? Cook isn’t sure. Whether or not enterprises will adopt that behavior could have a significant impact on nvidia down the line.
There will be immediative effects on Nvidia’s stock based on what the company says Regarding Us Export Controls, Cook Predicted. But he doesnK it will be related nvidia’s valuation or stock price long term in the same way that demand for the gB200 nvl72 might.
Nvidia’s stock price has proven it can recover from short-term market reactions, he added.
“We basically had a flash crash, and it’s right back up,” Cook Said Regarding Nvidia’s Stock Price after the Chip Export Restrictions were Announced“That’s unique to nvidia. Lots of companies are going to have hiccups, but nvidia have the biggest moat. – Whether or not they can sell – and it basically gets shrugged off, right? “
Even if chip expenses on china remain or become more stringent, cook argued that nvidia isn Bollywood to find Customers Elsewhere. The company currently sells to all the Major Hyperscalers and will likely continue to see strong demand for its chips. He added that the recent announs Stargate’s new project in the middle East will likely be another win for the company.
For cook, his guidance really comes down to those gB200 nvl72 units.
“As long as we hear that deliveries are expected to be steady to exceptional, then wheatever fluctations in this Quarter’s Revenue, I Think, Are Going to Be Put On The Back Back Back Back Back Back Bacause The Vind Sails for the rest of the year, “Cook said.