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As noted today, NVIDIA is due to publish quarterly and annual reports in a week; now investors are vying with each other to predict its revenue for past reporting periods, and UBS representatives are showing, on average, a little more optimism in this regard. They estimate that in the server segment, the company generated $19.5 billion in revenue last quarter versus the $16.8 billion expected by most sources, and NVIDIA’s total revenue reached $23 billion versus the average forecast of $20.2 billion.
Image Source: NVIDIA
In the current quarter, according to UBS analysts, NVIDIA’s revenue could grow to $25 or $26 billion. Waiting times for computing accelerators ordered by customers, according to the source, reach three or four months. This means that the luckiest of customers have a chance to receive boosters in the second half of the year if they order them now. Demand exceeds supply, and this situation will contribute to further growth in NVIDIA’s revenue, according to UBS representatives.