Nvidia’s High-Stakes Earnings 8/23/23
TechCheck
CNBC
4.5 • 66 Ratings
🗓️ 23 August 2023
⏱️ 5 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | NVIDIA trying to pick up the pace here ahead of earnings tonight a critical |
| 0:05.7 | print not just to gauge AI demand but one that analysts say the wider market is |
| 0:10.2 | depending on to deliver. Our dear Durbosa is here to break down what to expect and tech check today. |
| 0:14.4 | Hey, D. |
| 0:15.4 | So Carl, the key question going into tonight, can |
| 0:17.8 | Invidia do it again? That is deliver a blowout quarter |
| 0:20.8 | amid sky high expectations, because that's what happened last time. |
| 0:24.2 | Now the bears say that lightning will not strike the same spot twice and they say that this |
| 0:28.3 | is a supply not a demand story which is a little trickier. |
| 0:32.1 | The Bulls sayingidia is the only |
| 0:33.8 | real way to play generative AI and the only company with financials actually |
| 0:37.8 | being impacted materially to the upside now. Whatever happens it will be |
| 0:42.3 | crucial for the broader markets. |
| 0:43.6 | And Vidia is now a trillion-plus company and its tangible benefits from AI. |
| 0:48.1 | They give investors hope that other beneficiaries, like Microsoft and Google, will eventually follow in terms of |
| 0:54.3 | revenue and their own profits booked even if they didn't deliver AI numbers in their |
| 0:58.4 | latest reports but the hype cycle here it could use a bit of a boost the magnificent seven have lost |
| 1:03.7 | some steam over the past few weeks and a disappointment from invidia because it |
| 1:08.1 | makes up so much of the market valley this year it has the potential to take the |
| 1:11.0 | broader markets with it. |
| 1:12.5 | Take a look at this chart. |
| 1:13.7 | Gardner poses the question, is generative AI |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

