Key Points:
- Investors want proof that heavy AI spending is working.
- Nvidia reports fourth-quarter results after the market closes on Wednesday.
- CoreWeave shares its numbers on Thursday, highlighting a massive backlog.
- Dell also reports on Thursday to show how it handles server demand.
The artificial intelligence boom faces a massive test this week. Three major companies that build the physical framework for AI will release their quarterly financial results. Tech investors feel tired, so they demand real proof that heavy spending actually leads to new, working hardware.
Everyone will watch the stock market closely on Wednesday and Thursday. They want to see if the AI rush still holds momentum.
Nvidia remains the undisputed king of AI hardware. The chipmaker will share its fourth-quarter results on Wednesday after the closing bell. Wall Street treats the company as the ultimate compass for the entire tech sector. Financial experts expect Nvidia to report $65.6 billion in revenue, a 67 percent jump from last year.
Traders desperately want to hear updates about Nvidia’s new Blackwell chips. Any news about supply chain problems or future chip designs will likely steer the broader market. Options pricing suggests the stock could swing 6.5 percent in either direction.
On Thursday afternoon, the spotlight shifts to the physical servers and clouds. CoreWeave, a specialized cloud provider and key Nvidia partner, will reveal its numbers. Analysts predict the company will show around $1.53 billion in quarterly revenue.
However, investors care much more about CoreWeave’s massive $56 billion order backlog. This huge figure shows exactly how much computing power tech companies plan to rent in the near future.
Dell Technologies will report its earnings on Thursday as well. Dell transformed itself into a top maker of AI servers. Analysts expect the company to report earnings of $3.53 per share on $31.6 billion in revenue. Dell boasts an $18.4 billion server backlog. The company must build enough hardware to satisfy this intense demand while keeping its profit margins high.
