Descriptions:
Bloomberg Tech’s live August 26, 2026 broadcast centers on NVIDIA’s quarterly earnings report — one of the most anticipated in the company’s history — with analysts previewing data center revenue expected to exceed $85 billion for the quarter and fiscal Q3 guidance consensus sitting around $104 billion, with some estimates reaching $109 billion. Bloomberg’s semiconductor reporter walks through the bar NVIDIA must clear to move its stock, noting that despite consistently beating and raising guidance, the stock has barely moved on earnings day for the past four to five quarters.
A central segment examines the Blackwell architecture product ramp: the next-generation chips will ship in modest volumes in the October quarter before accelerating meaningfully in the January quarter and into early next year. Analysts describe demand as dramatically exceeding supply, with customers ready to buy whatever they can get, and dismiss concerns that the transition will cannibalize demand for existing Blackwell products. The broadcast also discusses whether Jensen Huang will raise NVIDIA’s publicly stated multi-year order backlog figure to a number large enough to reignite investor enthusiasm.
The broadcast also includes live coverage of the Southern Company CEO interview on AI data center grid demand, and Meta’s $16.7–18 billion social media addiction settlement. The NVIDIA earnings preview segment provides one of the most detailed public aggregations of sell-side expectations, supply chain timing, and demand signal analysis ahead of what could be the first quarter in history to see NVIDIA guide above $100 billion in revenue.
📺 Source: Bloomberg Tech · Published August 26, 2026
🏷️ Format: News Analysis
