NVIDIA (NVDA) will report its Q3 earnings today after market close, followed by a 5:00 PM ET conference call.

Analysts expect adjusted EPS of $0.75 and revenue of $33.15 billion, marking an 83% year-over-year increase.

Strong Performance Amid High Expectations

NVDA shares have tripled this year and are trading just 3% below their all-time high, despite modest declines earlier this week. Reports of overheating in Blackwell GPUs raised concerns about Q4 delays, but the market largely dismissed the issue. NVDA previously projected significant Blackwell revenue for Q4; any adjustments today could indicate underlying issues.

Meanwhile, Hopper GPUs are thriving, driven by surging AI demand. NVDA expects Hopper demand to accelerate further in the second half of FY25.

AI Drives Growth Despite Geopolitical Risks

AI remains a key growth driver, with suppliers like Taiwan Semi (TSM) reporting record demand. However, U.S.-China trade tensions create uncertainty for NVDA, as China is a critical market for its Data Center segment. Export controls have already reduced China’s contribution to NVDA’s revenues, and further restrictions loom.

Segment Growth and Investor Focus

All segments saw year-over-year growth in Q2, with Gaming rebounding on AI-PC demand, Professional Visualization benefiting from Omniverse workloads, and Automotive growing from self-driving platforms.

TECHS:

NVDA is under pressure to deliver another strong beat, as recent quarters have exceeded revenue estimates by $1.5–$2 billion. Investors will also focus on Q4 guidance, as a narrower beat last quarter led to selling pressure. Strong AI momentum and robust guidance will be key to sustaining the stock’s performance.

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Blackwell (NVDA Earnings)