Nvidia Q2 Earnings Preview: How Smart Money is Betting on the AI ​​Chip Market!

$NVIDIA(NVDA.US)  remains the standardAvailable in every cloud.

RUBIN & why upside is a 27 Jan story: Rubin ships in Q3. MS models ~150,000 units, ~$9B revenue, ~$60,000 ASP. KYEC (NVIDIA's test partner) cut full-year guidance and pushed AI revenue into 4Q26 and 2027.

Related Leveraged ETFs：$NVDA 2X Long ETF(NVDL.US) $Direxion Daily NVDA Bear 1X ETF(NVDD.US) 

$Direxion Semicon Bull 3X(SOXL.US) $Direxion Semicon Bull 3X(SOXL.US) 

$Morgan Stanley(MS.US) read: longer test cycle, not fewer units. Full-year test volume unchanged. Their 150k is already below revised industry numbers, so the test slippage doesn't move much.

$NVIDIA(NVDA.US) also prepares new China AI chip，plans to begin small-batch shipments of a China 🇨🇳-specific AI inference chip by year-end, with several Chinese customers already placing orders.

Three things to watch:

• Q3 guidance – can it keep pushing above $100B?
• Rubin details – any new updates on specs or timeline?
• AI capex – major tech players showing no signs of easing spending.

For Nvidia, it's no longer about whether earnings are "good" or not. The bar is: you have to beat even the market's most bullish expectations every single time.