Nvidia Earnings Preview: AI Chip Demand Expected to Rise

Nvidia is set to announce its quarterly and fiscal 2026 earnings on Wednesday after the bell, with prediction markets indicating a 95% chance of beating earnings estimates. While no guarantee exists, clues suggest that Nvidia will exceed expectations.

The chip giant has a solid track record of positive surprises, having beat estimates for four consecutive quarters. Client messages from Microsoft and Amazon indicate strong customer demand, while Nvidia’s finance chief mentioned surpassing $500 billion in product sales last year.

AI spending is predicted to reach trillions of dollars over the next few years, lifting demand and revenue at Nvidia. Even if earnings beat expectations, stock performance may not be immediate, as seen with AI peers like Advanced Micro Devices and Amazon. However, short-term performance should not influence long-term potential, which looks promising for Nvidia in the coming years.

Source: https://www.fool.com/investing/2026/02/24/prediction-markets-are-95-sure-nvidia-will-beat