Nvidia expected to post impressive earnings beat on May 20
Updated
Updated · MarketWatch · May 8
Nvidia expected to post impressive earnings beat on May 20
9 articles · Updated · MarketWatch · May 8
Goldman Sachs analyst James Schneider says investors will watch whether Nvidia lifts guidance for $1tn in Blackwell and Rubin revenue through 2027.
He also pointed to hyperscaler capital spending nearing $700bn, demand from OpenAI and Anthropic, and Nvidia’s need to defend margins in the mid-70% range in 2026.
The report comes as Nvidia shares lag the semiconductor rally, up about 15% this year versus a 61% gain for the PHLX Semiconductor Index amid competition and supply-chain constraints.
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