MS: The next move in tech hangs on NVDA - what are the bull and bear scenarios?
) is due to report its fiscal Q1 2025 earnings following the closing bell on Wednesday, with investors largely expecting yet another strong display from the AI chip titan.
Despite this, there is anxiety about a potential"air pocket" by year-end due to the upcoming Blackwell product transition. “The market for AI chips remains strong if we triangulate strong supply chain checks with strong purchasing and higher cloud capex,” analysts wrote.
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