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The number Wall Street analysts zeroed in on during Nvidia's earnings call

  • During Nvidia's earnings call, the company's gross margin guidance was repeatedly brought up by analysts.
  • Nvidia expects gross margins in the 'low 70s' in the current quarter but anticipates improvement to the 'mid 70s' later in the fiscal year.
  • The company's increased costs from accelerating the production of Blackwell systems and chips to meet demand contributed to the lower gross margin guidance.
  • Nvidia's gross margin growth potential is attributed to factors like further ramping up the Blackwell architecture and exploring opportunities to improve costs.

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