What to Expect From Nvidia Earnings

We’re heading into the last full workweek before Thanksgiving and plenty is going on. A short time ago, bets on prediction market Polymarket were giving an 88% chance that Google would release its much-anticipated Gemini 3 AI model this week. Google CEO Sundar Pichai on Friday fueled the speculation with this cryptic X post. Meanwhile, Microsoft holds its Ignite developer conference in San Francisco this week (more on that, see below).

But the focus is on Nvidia. On Wednesday, the AI chip behemoth reports its latest quarterly results, always a big event for Wall Street and tech. After weeks of debate about the rising costs of AI development, and signs that Nvidia rivals such as AMD and Broadcom are making headway in the AI chip market, Nvidia CEO Jensen Huang gets his chance to remind everyone just how dominant Nvidia remains.