Expectations have become increasingly high around Nvidia (NVDA) earnings, which was demonstrated in the market reaction to its full-year results in February.
Shares fell after the release of the results, despite the chipmaker beating estimates on the top and bottom line. Revenue of $39.3bn (£29.1bn) beat estimates of £38.2bn and earnings per share of $0.89 were also ahead of forecasts of $0.84. In addition, the company said it expected to generate revenue of $43bn for the first quarter, better than the $42.3bn expected.
Salesforce (CRM) is another player in this space, so investors will be keen to understand the take-up of its technology, when it reports first quarter earnings on Wednesday. Its platform Agentforce allows companies to build and customise AI agents to help automate certain functions for customer service.
In its full-year results in February, Salesforce (CRM) guided to total revenue of $9.71bn to $9.76bn for the first quarter, which would represent 6% to 7% growth year-on-year. Diluted earnings per share are expected to come in at between $1.49 and $1.51 for the quarter.
For the year, Salesforce (CRM) has guided to revenue of $40.5bn to $40.9bn, which would be up 7% to 9% on its 2025 fiscal year. Diluted earnings per share for the 2026 fiscal year are expected to be in the range of $6.95 and $7.03.
Computer maker Dell (DELL) also hosted its own tech event this past week, which came with it sharing details of its collaboration with Nvidia. On Monday, Dell unveiled new AI servers, powered by Nvidia’s (NVDA) Blackwell Ultra chips.
At the Dell Technologies (DELL) World 2025 event, the company’s CEO Michael Dell and Nvidia’s (NVDA) Huang talked about a range of new offerings as part of its Dell AI Factory ecosystem, which together with the chipmaker, is aimed at making AI accessible to business of all sizes.
Dell (DELL) said he envisioned a future where AI becomes “as essential as electricity” and that it could unlock an estimated $15tn in global economic value by 2030.