NVDA Preview: How Well Does it Have to Perform?

November 19, 20256m 45s

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Show Notes

Melissa Otto joins Morning Movers to preview Nvidia (NVDA) earnings, calling in from Singapore to provide her international perspective. She is more interested in the company's guidance and commentary on Blackwell, including the demand and total addressable market. Melissa also expects to hear more about the margin guidance for its data center segment, as Street estimates have it pegged above 70% in the years to come. Beyond Blackwell, she also notes the evolution towards its Rubin chip and the "limited supply, over demand" environment that's benefitted Nvidia in the past.

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