Nvidia's Q4 Earnings: Analysts Anticipate Strong Results Amid DeepSeek Concerns

Nvidia is set to report its Q4 earnings on Wednesday, with analysts expecting the company to surpass estimates despite concerns sparked by DeepSeek's AI model. DeepSeek raised worries about reduced GPU demand, but Nvidia's CEO Jensen Huang argues that efficiency gains will accelerate AI adoption. Analysts predict a 73% revenue increase to $38.2 billion. Mizuho expects "growth pains" but anticipates a strong Blackwell ramp in the second half of the year. Wedbush foresees another "beat and raise" quarter, while Bank of America anticipates a 60% increase in data center revenue for 2025. Bloomberg Intelligence suggests Nvidia has overcome supply chain delays and demand concerns, projecting a return to profit margins in the mid-70s in the latter half of the year.