---
title: "Analysts boost Nvidia outlook as AI demand surges ahead of earnings"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286687423.md"
description: "Analysts from Bank of America and Wolfe Research have raised their outlooks on Nvidia, highlighting its strong AI market share and demand through 2027. Nvidia's Q4 FY2026 data center revenue reached $62.3B, a 75% increase year over year, driven by large-scale AI infrastructure orders. The upcoming earnings report on May 20 will indicate if Nvidia can maintain growth amid increasing competition in custom chips."
datetime: "2026-05-17T23:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286687423.md)
  - [en](https://longbridge.com/en/news/286687423.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286687423.md)
---

# Analysts boost Nvidia outlook as AI demand surges ahead of earnings

Analysts turn bullish: Bank of America and Wolfe Research raised outlooks on Nvidia, citing dominant AI market share and robust demand through 2027. Record-breaking revenue: Q4 FY2026 data center revenue hit $62.3B, up 75% year over year, with major hyperscalers locking in large-scale AI infrastructure orders. Earnings watch: May 20 results will reveal whether Nvidia sustains growth during its Blackwell-to-Vera Rubin transition amid rising custom chip competition.

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