@Mrzorro:Nvidia's Defining Moment: Which Supply Chain Players Will Get Swept Up in the Earnings Whirlwind? $NVIDIA(NVDA)$ is set to report its quarterly earnings after the market close on May 20. The market consensus anticipates revenue to reach approximately $78.7 billion, representing a 79% year-over-year increase and a 16% sequential growth, slightly surpassing the company's prior guidance of around $78 billion. Beyond its own fundamentals, these results will serve as a critical barometer for the entire AI supply chain, influencing market sentiment across the ecosystem. Here is a comprehensive breakdown of the key players powering the AI infrastructure behind Nvidia: Chip Manufacturing Chip manufacturing forms
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