---
title: "Nvidia Q2 Earnings Preview: How Smart Money is Betting on the AI ​​Chip Market!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000864041.md"
description: "$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) ..."
datetime: "2026-08-25T01:23:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000864041.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000864041.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000864041.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# 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) 

![Image](https://pub.pbkrs.com/social/topic/e29796c7ac4187582627c0c35ff4e2df?x-oss-process=style/lg)

$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.

### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [MS.US](https://longbridge.com/en/quote/MS.US.md)
- [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md)
- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
- [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md)
- [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md)
- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)
- [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md)
- [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md)
- [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md)

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