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Nvidia is anticipated to surpass Q4 earnings estimates, with analysts expecting strong performance despite ongoing manufacturing challenges. The company is projecting a slight increase in Q1 guidance, slightly above average estimates, as supply constraints from GB200 NVL server production issues persist. Demand for H20 GPUs in China is rising due to DeepSeek’s growth and a scarcity of Huawei’s Ascend AI processors, while Nvidia’s cloud service providers are funding inventories at electronic manufacturers. Nvidia shares rose 1% in premarket trading, with KeyBanc analyst John Vinh reiterating an Overweight rating and raising the price target to $190 ahead of the upcoming earnings release on Feb. 26.
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