Bloomberg Surveillance · Tuesday, August 25, 2026
Analysts anticipate Nvidia to exceed expectations when reporting earnings, driven by robust demand for AI infrastructure components. Ted Morrison of Baird highlights that component growth and pricing for AI infrastructure are inflecting, with concerns about shortages emerging in the fourth quarter. Morrison suggests that the company has pricing leverage and more demand than it can fulfill, expecting strong earnings and commentary.
“component growth and pricing for AI infrastructure. is inflecting with lead times. The street is worried about shortages starting in the fourth quarter of this year.”
“It's a great problem to have. I mean, they've got pricing leverage and they've got more demand than they can fulfill. And I think you're going to see that in the NVIDIA report. I mean, Most of the street is above 92 billion and 209 for EPS. And I think they're going to surprise the street on some very robust earnings and commentary.”
“So I think if you look at the AI trade, we're going to need a hell of a lot of components.”