Nvidia is set to report Q1 earnings for fiscal year 2026. Analysts anticipate insights on the impact of U.S. chip export controls, but Kevin Cook from Zacks Investment Research believes the focus should be on the GB200 NVL72 hardware rollout. This new exascale computer, including 72 GPUs and priced at $3 million, has faced delivery estimate reductions due to market uncertainties. Cook suggests that if Nvidia can deliver 10,000 units in Q2, it would signal strong market demand and significantly affect revenue expectations, while the long-term impact of export controls remains uncertain.
Kevin Cook, a senior equity strategist at Zacks, emphasizes that Nvidia's GB200 NVL72 rollout is more crucial than export control impacts for shareholder attention.
Cook believes that if Nvidia can deliver 10,000 units of the GB200 in Q2, it would imply strong demand, contributing potentially $30 billion in revenue.
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