---
title: "NVIDIA earnings preview: AI capex, Blackwell ramp and 216.40 bullish breakout hold the key"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/296993155.md"
description: "AI demand faces its biggest test: NVIDIA must show Data Centre growth is still accelerating enough to justify a US$5.2 trillion valuation.Q3 guidance matters most: A strong guide above current expectations would support the AI trade, while cautious guidance could trigger broader de-risking.216.40 is the key breakout: A move above it may revive the medium-term uptrend, while a daily close below 195.95 would invalidate the bullish setup."
datetime: "2026-08-26T06:01:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/296993155.md)
  - [en](https://longbridge.com/en/news/296993155.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/296993155.md)
generator: "portal-rs"
---

# NVIDIA earnings preview: AI capex, Blackwell ramp and 216.40 bullish breakout hold the key

-   **AI demand faces its biggest test:** NVIDIA must show Data Centre growth is still accelerating enough to justify a US$5.2 trillion valuation.
-   **Q3 guidance matters most:** A strong guide above current expectations would support the AI trade, while cautious guidance could trigger broader de-risking.
-   **216.40 is the key breakout:** A move above it may revive the medium-term uptrend, while a daily close below 195.95 would invalidate the bullish setup.

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**