Nvidia (NVDA) is scheduled to report its second-quarter earnings for fiscal 2025 after the market closes on Wednesday. Investors will be closely monitoring the company’s performance, particularly looking for sustained growth in its data center segment and any updates on the reported delays affecting its upcoming Blackwell artificial intelligence (AI) chip.

Anticipated Financial Performance According to estimates compiled by Visible Alpha, analysts expect Nvidia’s revenue to soar to $28.81 billion, more than doubling from the same period last year. Similarly, net income is projected to more than double to $14.93 billion. However, the company’s diluted earnings per share (EPS) are expected to experience a sharp decline due to Nvidia’s 10-for-1 stock split.

Analyst Estimates for Q2 Fiscal 2025:

Data Center Segment Growth Nvidia’s data center business has been a significant driver of its recent success, fueled by rising demand for advanced computing technology to support AI applications. In the first quarter of fiscal 2025, data center revenue reached a record $22.6 billion, surpassing the previous quarter’s record.

For the fiscal second quarter, analysts expect data center revenue to reach $25.17 billion, setting yet another record high. This would represent more than a doubling of sales compared to the same period a year ago.

Focus on Blackwell Chip Delay Earlier reports suggesting a delay in Nvidia’s upcoming Blackwell AI chip led to a dip in the company’s stock earlier this month. However, Nvidia has maintained that production is still on schedule to ramp up in the second half of the year, as originally planned.

Some analysts believe that concerns over the delay may be exaggerated, with little impact expected on Nvidia’s customers. Raymond James analysts noted that the delay could have a “modest” impact while potentially increasing demand for Nvidia’s existing chips. They anticipate that Nvidia’s management will likely downplay the speculated delays during the earnings call.

Stock Performance Nvidia shares have experienced significant growth since the start of the year, more than doubling in value. As of early trading on Wednesday, Nvidia’s stock was priced at $127.45, ahead of the company’s earnings announcement.

Investors and analysts alike will be keen to hear Nvidia’s insights on the reported chip delay and whether the company’s data center segment can continue its impressive growth trajectory.