"While a high bar, we note even stronger growth 2 years ago when Ampere A100 started to launch (Jul/Oct’21 Q data center sales grew 16%/24% )," Arya explained, adding that gaming could be a "wildcard" for the coming period, given sluggish consumer demand.Īs it pertains to AI accelerators, Arya said the total addressable market in 2027 could be worth between $50B and $60B. In addition, Arya noted Nvidia ( NVDA) could see upside from richer content and pricing of its H100 chips - which is between two and three times more expensive than the A100 - and its ability to bundle more networking content.Ī consensus of analysts estimate Nvidia ( NVDA) will earn 91 cents per share on $6.52B in revenue in the first-quarter.Īrya noted the outlook for the second-quarter is about upside in the data center, with bullish expectations as high as $4.4B to $4.5B, up 15% sequentially. $7.1B consensus) could be possible on NVDA ’s data center H100 product ramps levered to generative AI deployments," analyst Vivek Arya wrote in an investor note.
"We look for inline/modestly better sales of $6.5B, but for FQ2 believe $200-$300M sales upside (vs. Nvidia ( NASDAQ: NVDA) is slated to report first-quarter results on May 24 and Bank of America is looking for in-line results, but guidance may be stronger-than-expected as the company benefits from the artificial intelligence "gold rush."
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