$NVDANVIDIA Corporation · AI chips
NVIDIA (NVDA) Next Earnings Date & AI Catalysts
The GPU and networking platform most AI models are trained and served on.
Profile
Industry (SEC SIC)
Semiconductors & Related Devices
Semiconductors & Related Devices
AI angle
NVIDIA's data-center GPUs, NVLink/InfiniBand networking and CUDA software are the default stack for training and inference. Hyperscaler and neocloud capex plans are the main swing factor for its results.
Key metrics
Revenue (latest quarter) $96.22B
10-Q period ended 2026-07-26; +106% y/y · SEC filing
Gross margin 75.0%
Gross profit / revenue, same quarter · SEC filing
Operating income $63.73B
Same quarter; 66% operating margin · SEC filing
Key risks (from filings)
- “Long manufacturing lead times and uncertain supply and capacity availability, combined with a failure to estimate customer demand accurately, has led and could lead to mismatches between…” — 10-K risk factor (filed 2026-02-25) · source
- “We receive a significant amount of our revenue from a limited number of partners and distributors and we have a concentration of sales to customers who purchase directly or indirectly from…” — 10-K risk factor (filed 2026-02-25) · source
- “We are subject to complex laws, rules, regulations, and political and other actions, including restrictions on the export of our products, which may adversely impact our business.” — 10-K risk factor (filed 2026-02-25) · source
Upcoming catalysts for $NVDA
Sun, Nov 15, 2026
Nov
15
HPC/AI hardware showcase; exhibit hall Nov 17–19. Watch for system and accelerator announcements.
Source: sc26.supercomputing.org
Tue, Nov 17, 2026
Nov
17
NVIDIA Corporation quarterly earnings
The single biggest AI catalyst: Q3 FY27 (quarter ended Oct 25) data-center revenue and guidance; CFO commentary posts ~1:20 PM PT.
Source: investor.nvidia.com
Tue, Dec 8, 2026
Dec
8
Top AI research conference; labs often time papers and model news around it.
Source: neurips.cc
Wed, Dec 9, 2026
Dec
9
FOMC rate decision + projections
Rate path matters for high-multiple AI stocks; SEP meeting with 2:30 PM ET press conference.
Source: federalreserve.gov
Recent catalysts
Wed, Nov 4, 2026
Nov
4
CUDA 13.5 ships with Vera Rubin general-availability support
Software readiness milestone for NVIDIA's next GPU architecture ahead of volume deployments.
Source: developer.nvidia.com
Tue, Oct 27, 2026
Oct
27
NAVER signs $9B compute deal with Brookfield, clearing NVIDIA equity investment
1 GW-scale AI factory plan (55 MW in 1H27, 200 MW in 2028) built with NVIDIA platforms.
Source: navercorp.com
Wed, Oct 21, 2026
Oct
21
GTC keynotes are where NVIDIA unveils products and partnerships for European AI infrastructure.
Source: investor.nvidia.com
Upcoming earnings
Recap of $NVDA's next earnings date — same expected / confirmed labeling as above.
Nov 17, 2026