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Nvidia's earnings report announced tonight, Wall Street focuses on Blackwell chip demand and DeepSeek impact

Internet reports that Nvidia will announce its fourth-quarter earnings after U.S. stocks close on Wednesday. As the world's second-largest company, Nvidia needs to prove to investors that demand for its next-generation Blackwell chips is still strong and will not be affected by the DeepSeek AI model. Analysts on average expect Nvidia's revenue to grow 73% to $38.2 billion in the quarter, compared with approximately $20 billion in revenue in the same period last year. Here is Wall Street's interpretation of Nvidia's upcoming earnings report: Mizuho Securities analysts expect Nvidia to release "in line with expectations", but there may be "growth worries" and data center revenue may stabilize in the April quarter. Wade Bush Securities believes that Nvidia will perform strongly again and "clearly exceeds expectations and raises expectations." Its survey shows that individual AI company deployments have not slowed down due to DeepSeek. Bank of America expects Nvidia's data center revenue to grow by 60% year-on-year in 2025, pointing out that the GTC conference in March is the next important catalyst. Bloomberg Intelligence said Nvidia is likely to meet its fourth-quarter revenue forecast and raise its first-quarter forecast against the backdrop of significant growth in Blackwell GPUs.

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