Wall Street analysts are bullish on the prospect for Nvidia's third-quarter earnings report, with expectations running high for the new Blackwell GPU.

It's becoming Wall Street's quarterly pulse check on the AI economy: Nvidia's earnings report is on deck tomorrow afternoon. Why it matters: The chipmaker has become a proxy for the status of the budding AI economy,

Nvidia’s next-generation Blackwell data center processors have significant problems with overheating when installed in high-capacity server racks, forcing redesigns of the racks themselves, according to a report by The Information.