Nvidia earnings to test strategy as AI market shifts
Nvidia is expected to report high revenue growth as the AI market shifts toward inference tasks. Rivals like Alphabet and AMD now challenge its dominance.
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Nvidia is expected to report a 79% revenue surge on Wednesday evening as Big Tech AI spending reaches more than $700 billion this year, up from around $400 billion in 2025. Adjusted profit for the quarter likely rose 81.8% to $42.97 billion, marking its fastest growth in over a year. Investors are shifting focus from chip dominance to the contested inference market where rivals are gaining ground.
