Investors are turning massively to Nvidia next week.
The AI chip specialist will publish its quarterly results on May 20, an event considered one of the most important of the year for the financial markets.
Nvidia is now at the heart of the global race for artificial intelligence.
Almost all major AI projects rely on its chips, making its results a much broader indicator than that of a single company.
Is the growth of AI continuing?
Wall Street anticipates record results Analysts expect once again very solid results.
The market expects quarterly sales of around $79 billion. Demand for AI chips from large technology companies remains extremely strong.
Microsoft, Amazon, Google and Meta are still investing tens of billions in data centers and AI infrastructure.
Nvidia benefits directly, as the main supplier of high-performance chips.
According to Yahoo Finance, investors will particularly watch:
- demand for Blackwell chips
- the growth prospects of AI data centers
- possible supply problems
- margins and profitability
- CEO Jensen Huang’s statements on the remainder of 2026
Nvidia, much more than a chip manufacturer
Nvidia’s influence on the markets has increased significantly in recent years.
Once known for its gaming chips, the group is now a key player in global AI infrastructure.
The majority of artificial intelligence models rely on hardware.
Its results are now seen as a barometer of the entire sector.
The whole stock market holds its breath
If Nvidia publishes solid results and revises its outlook upwards, this could extend the current rise in technology stocks.
AI-related stocks are already trading near their all-time highs.
Conversely, a disappointment in turnover, margins or prospects could trigger massive profit taking.
Given the strong growth in recent months, an unpleasant surprise could weigh on the entire market.
Technology indices like the Nasdaq therefore remain very sensitive to this publication.
Jensen Huang sous pression
The statements of CEO Jensen Huang will also be closely scrutinized.
Investors want to know whether Big Tech’s massive investments will continue or slow down.
They will also observe:
- demand from China
- United States export restrictions
- competition from AMD
- the development of internal chips by Amazon and Google
- the speed of construction of new AI data centers
These factors will largely determine Nvidia’s future growth.
An impact also on crypto
These results do not only concern stocks.
AI-related crypto projects often evolve based on sentiment around Nvidia and the AI market.
Bitcoin also remains sensitive to movements in major American technology stocks.
May 20 could therefore also be a key date for the crypto market.
For many investors, Nvidia is now seen as a true thermometer of the AI economy.
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