Nvidia Corporation is set to reveal whether it can live up to soaring expectations as it reports fourth-quarter fiscal 2025 earnings. The company has projected the quarterly revenue at $37.5 billion, plus or minus 2%, while analysts echoed the sentiment, estimating a staggering 73% annual surge. This extends the chip behemoth's five-quarter streak of surpassing estimates, though with a diminishing surprise margin.

A lot is riding on the chip giant's Blackwell architecture, which serves as the foundation for its next-generation AI processors and the GeForce RTX 50 series GPUs, but had a rocky start. Announced in January, the RTX 5090 and 5080 boast GDDR7 memory and more CUDA cores, delivering major performance gains. Yet, the industry titan faces turbulence - the stock took a historic $589 billion hit in a day after Chinese DeepSeek announced it had developed a competitive, cost-efficient model using less powerful Nvidia chips, demonstrating that high-end AI processing can be achieved without the latest premium hardware. Meanwhile, the United States' possible restrictions on sales of the tech giant's powerful H20 AI chips to China may further complicate the company's outlook.

Meanwhile, Nvidia's $700M acquisition of Run:ai is under fire, with its AI workload optimization potential at stake, as the company sues European Union antitrust regulators over what it deems an overreach in scrutinizing the deal. Investors now await Nvidia's next move, hoping for another miracle in a market that's proven anything but stable.