Nvidia Earnings No Longer About Beating Estimates, But About Whether Jensen Huang Can Prove AI Supercycle Still Has Years Left: Top Analyst (opens in new tab)

Nvidia Corp (NASDAQ:NVDA) is scheduled to report its first-quarter earnings on Wednesday. A top analyst said that investors are increasingly focused not on whether the chipmaker beats expectations, but whether CEO Jensen Huang can convince Wall Street that the AI infrastructure boom still has years of growth ahead. AI Supercycle Faces Its Biggest Test Yet In a statement to Benzinga, Daniel Newman, CEO of The Futurum Group, said Nvidia's upcoming earnings report is "the most consequential print o