Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025.
Artificial intelligence chipmaker Nvidia is scheduled to report fiscal third-quarter earnings on Wednesday after the market closes.
Here's what Wall Street is expecting, per LSEG consensus estimates:
EPS : $1.25
: $1.25 Revenue: $54.92 billion
Wall Street is expecting the chipmaker to guide in the current quarter to $1.43 in earnings per share on $61.66 billion of revenue. Nvidia typically provides one quarter of revenue guidance.
Anything Nvidia or CEO Jensen Huang says about the company's outlook and its sales backlog will be closely scrutinized.
He'll have lots to talk about.
Nvidia is at the center of the AI boom, and it counts counts every major cloud company and AI lab as a customer. All of the major AI labs use Nvidia chips to develop next-generation models, and a handful of companies called hyperscalers have committed hundreds of billions of dollars to construct new data centers around Nvidia technology in unprecedented build-outs.
Last month, Huang said Nvidia had $500 billion in chip orders in calendar 2025 and 2026, including the forthcoming Rubin chip, which will start shipping in volume next year. Analysts will want to know more about what Nvidia sees coming from the AI infrastructure world next year, because all five of the top AI model developers in the U.S. use the company's chips.
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