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$NVDA earnings are coming into focus, but the interesting part isnโ€™t just GPU sales anymore.

GPU demand is reportedly growing around 40%, while Nvidia is pushing deeper into the AI infrastructure economy with plans tied to a potential $500B lending platform.

Then thereโ€™s the $80B buyback and roughly 74% margins.

At this point, Nvidia looks less like a company simply selling chips and more like a company trying to build around the entire AI boom.

That also means earnings could bring some serious volatility across AI and tech.

Is $NVDA still the AI trade to watch, or are expectations getting too high?

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