NVIDIA's performance release is imminent, and the critical verification of the AI 'bubble theory' awaits.

On February 26, Jinshi Data reported that Nvidia (NVDA.O) will announce quarterly results after the US stock market on Wednesday, which may clarify the demand situation and prove the high valuation of the industry is reasonable. Due to slow returns and breakthroughs by DeepSeek, investors are increasingly skeptical of the billions of dollars invested by US tech companies in AI infrastructure. Jacob Falkenklan, global investment strategist at Shengbao Bank, said, “Any signs of weakness in Nvidia’s financial report could have a huge impact on the overall market sentiment of AI stocks. This financial report is not only about Nvidia, but also about whether the AI revolution can maintain its rapid pace.”