Nvidia can’t escape shadow of AI spending fears
Nvidia has made life at the top look easy. Nvidia’s overall top and bottom lines beat Wall Street’s targets, as did the company’s forecast for the current period ending in October. Nvidia’s projected revenue of $32.5 billion for the current quarter ending in October was 2% ahead of Wall Street’s targets; the company’s projection for the same period last year beat analysts’ consensus by 28%, according to FactSet data. The chip company with the funny name has quickly become a household name; Wednesday’s earnings call even spawned watch parties among investors and fans eager to track the action. View Full Image Graphic: WSJ Such an intense spotlight is rarely forgiving for long, especially given the growing concern investors have over the AI spending being committed by Nvidia’s biggest customers.
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