Nvidia's Blackwell chips in the spotlight with earnings report on deck

The big picture: Expect Nvidia to say it's selling as many chips as it can produce — the only question is for how long and when will its pricing power begin to ebb.

• "Really, the only constraint on this company right now seems to be their ability to supply as much demand as there is out there for their AI chip business," writes Dave Sekera, chief U.S. market strategist at Morningstar.

By the numbers: Investors are expecting revenue of $33.1 billion, up 83% from a year earlier, according to S&P Capital IQ.

• They're expecting net income of $17.4 billion, up 88%.
• The "earnings report will help to confirm that the AI story is still intact," predicts Gaurav Mallik, chief investment officer of Pallas Capital Advisors.

Yes, but: The Information recently reported there's been an overheating issue with Nvidia's new Blackwell chips, which fuel advanced AI research.

• The company told Yahoo Finance that its "engineering iterations are normal and expected," but the blue-chip stock dipped Monday after the report was published.

What we're watching: What the company says about the status of Blackwell.

• Raymond James analyst Srini Pajjuri expects the company to ship about 100,000 Blackwell units in its fourth quarter, which would be "near the low-end of investor expectations."

The bottom line: It's all about Blackwell right now from an investor perspective," Rosenblatt analyst Hans Mosesmann told Reuters.