NVIDIA Earnings Anticipated Wednesday Amid Supply Constraints and China Uncertainty
Speakers
Ed Ludlow
— Co-Host, Bloomberg Technology
Summary
Ed Ludlow discusses NVIDIA's strong fundamentals and supply-demand imbalance ahead of earnings, while noting China uncertainty and a base case of zero China revenue. He also comments on the recent tech selloff as a breather after a melt-up and previews an upcoming interview with Jensen Huang at Dell Technologies World.
- NVIDIA is the world's most valuable company with high growth and margins.
- Demand for AI chips exceeds NVIDIA's supply capacity.
- China uncertainty persists; base case assumes zero China revenue.
- Friday's tech selloff was a pullback after weeks of gains.
- Ed Ludlow will interview Jensen Huang at Dell Technologies World.
Trade Ideas
Demand outpacing supply; bullish on NVIDIA
NVIDIA is an unstoppable company with 75-80% revenue growth, high profitability, and unprecedented margins. Demand for its AI chips is outpacing its ability to supply, a healthy position despite China uncertainty where the base case assumes zero China revenue. This supply-demand imbalance supports a bullish outlook on the stock.
Up Next
This Bloomberg Markets video, published May 17, 2026, features Ed Ludlow discussing NVDA. 1 trade idea extracted by AI with direction and confidence scoring.