·          NVIDIA may report core EPS around $5.40 and $7.40 for Q3 & Q4FY26-TTM basis against market expectations (normal R/R) of $4.50 & $5.10 ·          Overall, the AI infra market is expected to grow at a 40-50% CAGR to over $2T by 2030 ·          NVIDIA CEO is ensuring a fine policy balance between Trump/US and China, ensuring no tech & trade war Nvidia Corporation (NVIDIA), founded in 1993, is the undisputed global ‘King’ in the AI (Artificial Intelligence) ecosystem including GPUs (Graphics Processing Units), and SOCs (System-on-Chip Units). NVIDIA is engaged in designing and selling advanced computing solutions hardware and related software platforms, targeting several high-growth industries. NVIDIA is now virtually the global leader in design, development and marketing of programmable graphics processors, especially for the high-deman...

  ·          Trump’s anti-immigration policy may cause some labor shortage and wage inflation apart from tariff inflation, higher unemployment, and lower GDP growth ·          The Indian economy also may be affected seriously, if the Trump administration imposes tariffs on all types of remote service including Techs ·          India’s current account deficit will increase along with USDINR in that scenario, which may cause higher unemployment, higher imported inflation and lower growth ·          The Trump admin will use Work visa Fees and potential tariffs on remote Indian services to get a favorable trade deal with India On September 19, 2025, U.S. President Trump signed a presidential proclamation imposing a $100,000 fee on new H-1B visa applications, effective September 21, 2025. Initially described by US Commerce Secre...