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On February 26, Nvidia (NVDA, Financial) is set to announce its fiscal Q4 numbers as AI investment in the market continues to soar and its Nvidia Data Science VM collection attracts strong interest from the enterprise. Wedbush Securities says it sees a solid beat and raise because it views the 'clear beat and raise' as being tied to faster AI adoption by businesses and government agencies. Analysts further said that the major tech players are planning a whopping $325 billion capital expenditure in 2025, a jump from last year's $100 billion, which supports their firm commitment to innovation.
Every dollar spent on Nvidia's AI accelerators translates into an eight-to-tenfold boost in AI project returns, according to consensus estimates forecasting $0.85 earnings per share on roughly $38.15 billion in revenue. Despite ongoing supply chain challenges, steady deployments bolster Nvidia's competitive stance. With evolving macro trends and deeper tech integration, the company stands well-positioned to benefit from the rising momentum in AI-driven transformation. Investors remain watchful amid the shifting economy.
This article first appeared on GuruFocus.