tastytrade/tastylive – News & Insights

NVDA Earnings Preview: AI Revenue & Blackwell Demand

NVIDIA is set to report earnings on Feb 25, with analysts forecasting $65 billion in revenue and $1.51 earnings per share, reflecting over 70% year‑over‑year growth. The company’s data‑center segment, now $51.2 billion, surged 66% YoY, driven by soaring demand for Blackwell GPUs and AI workloads. Partnerships with cloud giants and the rollout of massive AI supercomputers underscore NVIDIA’s central role in the expanding AI infrastructure. With a $4.44 trillion market cap, the stock trades in a narrow 6.5% implied‑volatility range ahead of the release.