Bloomberg Tech Preparing for Nvidia Earnings, SpaceX Faces Another Setback
May 28, 2025
Investors are eagerly awaiting Nvidia's earnings amid geopolitical tensions and a $3 trillion market valuation. SpaceX recently faced a fiery setback during its Starship test flight, raising questions about its future. Okta’s CEO argues that their identity management solutions offer better value than older tech. Additionally, discussions highlight the innovations in data centers with new chip technologies and the critical role AI plays in both private and defense sectors.
AI Snips
Chapters
Transcript
Episode notes
Nvidia Earnings: Key Expectations
- Nvidia's earnings are highly anticipated with uncertainty around the impact of China export restrictions.
- The focus is on second half outlook, new chip designs, and demand guidance for 2026 and beyond.
Nvidia: Short-Term Noise, Long-Term Growth
- Short term Nvidia earnings might be noisy due to China and tariff issues.
- Long term demand for AI infrastructure using Nvidia chips is expected to continue growing strongly.
How to Analyze Nvidia Earnings Call
- Listen closely for demand cues and supply constraints during earnings calls.
- Focus on Nvidia's product timelines and advancements that propel AI infrastructure growth.