Nvidia already promised $91 billion — one bank says it's about to blow past that

UBS thinks Nvidia will beat its own guidance by billions when it reports August 26, driven by Rubin GPUs ramping faster than anyone expected.

Aliteq
Lena Fischer · AI & Local Compute Editor

The numbers, up front

Nvidia's earnings call is scheduled for August 26, 2026, at 2 p.m. PT, covering the quarter that ended July 26.

The numbers, up front

The company's own guidance for that quarter is $91.0 billion in revenue.

The numbers, up front

UBS is modeling $94-95 billion instead — a $3-4 billion beat over Nvidia's own number.

The numbers, up front

UBS also expects Nvidia to guide the following quarter to roughly $107-108 billion, well above the current guidance baseline.

The numbers, up front

The bull case rests on Rubin, Nvidia's next-gen GPU platform, ramping toward 500,000 units a month faster than analysts expected.

What to watch on Aug 26

The headline revenue number matters less than the gap between it and UBS's $94-95 billion call, and even more than that, the October-quarter guidance Nvidia gives alongside it. A guide anywhere near…

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Nvidia already promised $91 billion — one bank says it's about to blow past that

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