[Major Banks' Views] Tech Giants Reassure Market Ahead of NVIDIA's Earnings on Feb 26$NVIDIA(NVDA.US)

Attention all investors! The AI chip leader NVIDIA is approaching a critical moment - its earnings release after the US market closes on February 26th. This is truly a "major test"! However, recently Amazon, Microsoft, Alphabet (Google's parent) and Meta - these "Big Tech" companies - have all stepped up, showing strong support!

Earlier there was news that made the market nervous - China's DeepSeek claimed it could train models comparable to ChatGPT using NVIDIA's older H800 GPUs, making Wall Street worry that no one would buy NVIDIA's new chips. But looking at the latest data, these tech giants' combined AI infrastructure spending for 2025 could exceed $300 billion (Microsoft alone has committed $80 billion!), clearly supporting NVIDIA's latest GPU architecture!

Key data points:

1️⃣ Microsoft: Data center + AI project spending reaching $80 billion

2️⃣ Meta: Annual capital expenditure hinting at $65 billion

3️⃣ Google + Amazon: AI-related investments estimated at $180 billion

Industry insiders know that training large models can't be done cheaply - even if DeepSeek really used older GPUs, the inference stage would still require new cards. Moreover, the computing power difference between H800 and the current H100 is significant - why would major companies skimp on this?

Three key points for this earnings report:

✓ Guidance reflecting Big Tech orders

✓ Hopper architecture shipment progress

✓ Blackwell new architecture roadmap

Short-term traders should note: NVIDIA's stock has surged after 7 of its last 8 earnings reports, with an average single-day volatility of 11.2%. But long-term, the AI arms race is just beginning - Morgan Stanley estimates global data center AI spending will reach $420 billion by 2027, perfectly positioning NVIDIA. Even if the DeepSeek news causes some stock price volatility, there's still huge long-term potential!

What do you all think? Will we see "sell the news" this time? Share your insights in the comments!