NVDA Earnings Preview and Fundamental Analysis of CBRS

NVIDIA earnings are coming this Wednesday (May 20), after the US market close, when the company will release its Q1 fiscal 2027 results. Analysts expect NVIDIA’s revenue this quarter to reach $83–84 billion, approximately 7% above management’s guidance. However, 'beating expectations' has become routine in the market; the real focus lies on five key issues: whether shareholder returns will accelerate, the production ramp-up pace of Vera Rubin, if gross margins can hold at 75%, whether NVIDIA will update its AI accelerator market size forecast, and if competitive threats from Google’s TPUs and CPUs are overstated. Meanwhile, last Thursday, Cerebras officially debuted on the US stock market. The company priced its IPO at $185 per share, raising approximately $5.5 billion, making it the largest US IPO so far this year. As a significant potential rival to NVIDIA, 11-year-old Cerebras specializes in high-performance AI chip development, with clients and partners already including AI giants like OpenAI. Tonight, we’ll spend 30 minutes discussing NVIDIA and Cerebras.

$Cerebras Systems (CBRS.US)$$Taiwan Semiconductor (TSM.US)$$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$PayPal (PYPL.US)$ $Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Figma Inc (FIG.US)$$Lumentum (LITE.US)$

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