Nvidia (NVDA): Supply Constraints Are the Key Issue Ahead of Earnings
NVDA NVIDIA Corp
$208.46 -2.92%
View chart & analysis → - 1Nvidia (NVDA) is expected to top its own guidance again in Wednesday's earnings, with the key issue being supply constraints rather than demand
- 2Q2 revenue guidance stands at $91 billion (±2%), the consensus is $92 billion, and supply chain commitments have risen from $95.2 billion to $119 billion
- 3Combined 2026 capex of the four major US hyperscalers has grown to roughly $725 billion, and supply constraints are expected for Vera Rubin throughout its lifecycle
This 3-line summary is compiled from the report below.
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