金色财经
金色财经|May 20, 2026 09:00
[Swissquote Group: NVIDIA's Earnings Report Has Less Impact on AI Investor Sentiment] According to a report by Jinse Finance on May 20, Swissquote Group analyst Ipek Ozkardeskaya stated that NVIDIA's (NVDA.O) earnings report is no longer as crucial to the overall sentiment of the artificial intelligence market, as investors are increasingly focusing on memory chips. 'NVIDIA's earnings report no longer holds the decisive influence it did during the early stages of the AI boom,' the analyst wrote. She noted that as NVIDIA's powerful processing chips are adopted more widely, investors are increasingly viewing CPU supply, which is critical for AI inference, and memory chips as key indicators of AI market trends. The analyst pointed out that the chipmaker's high-end chips are facing growing competition from major tech companies.
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