{"id":143143,"date":"2026-08-27T03:02:33","date_gmt":"2026-08-27T01:02:33","guid":{"rendered":"https:\/\/news.abusizz.ch\/nvidia-quartalszahlen-haelt-der-ki-boom-oder-droht-der-absturz-prognose-und-ueberblick\/"},"modified":"2026-08-27T03:02:33","modified_gmt":"2026-08-27T01:02:33","slug":"nvidia-quartalszahlen-haelt-der-ki-boom-oder-droht-der-absturz-prognose-und-ueberblick","status":"publish","type":"post","link":"https:\/\/news.abusizz.ch\/fr\/nvidia-quartalszahlen-haelt-der-ki-boom-oder-droht-der-absturz-prognose-und-ueberblick\/","title":{"rendered":"Nvidia Quartalszahlen: H\u00e4lt der KI-Boom oder droht der Absturz? Prognose und \u00dcberblick"},"content":{"rendered":"<div>\n<div id=\"attachment_91025\" style=\"width: 410px\" class=\"wp-caption alignleft\">\n<p id=\"caption-attachment-91025\" class=\"wp-caption-text\">Die neue Chip-Generation Vera Rubin soll den globalen Ausbau von KI-Rechenzentren ma\u00dfgeblich beschleunigen. (KI-Bild: Magnific.com, jahanul7211)<\/p>\n<\/div>\n<p>Santa Clara \u2013 Nvidia hat sich zum ultimativen Gradmesser f\u00fcr den weltweiten Ausbau der K\u00fcnstlichen Intelligenz entwickelt. Wenn das wertvollste Unternehmen der Welt die B\u00fccher \u00f6ffnet, blickt die Branche auf die Investitionsbudgets der Tech-Giganten. Doch die Messlatte liegt nach einer beispiellosen Rallye extrem hoch. Reicht ein einfaches \u00dcbertreffen der Erwartungen noch aus?<\/p>\n<p>Seit Mitte August entwickelt sich der Kurs r\u00fcckl\u00e4ufig, gestern nach B\u00f6rsenstart um 16 Uhr MESZ notierte das Papier bei knapp \u00fcber 213 US-Dollar. Dennoch blickt das Unternehmen auf ein starkes Jahr zur\u00fcck, mit dem Allzeithoch von 236,54 US-Dollar im Mai. Allerdings: Nach 5 der letzten 6 Quartalsberichte hat der Kurs nachgegeben. Anleger fragen sich nun, ob Nvidia genug Schwung aufnimmt, um alte Rekordmarken erneut zu testen.<\/p>\n<h3>Starkes Vorquartal sch\u00fcrt immense Hoffnungen<\/h3>\n<p>Im <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-financial-results-for-first-quarter-fiscal-2027\" target=\"_blank\" rel=\"noopener\">vergangenen Quartal<\/a> pulverisierte der Konzern abermals die Sch\u00e4tzungen. Der Umsatz schoss auf den Rekordwert von 81,6 Milliarden US-Dollar \u2013 ein Zuwachs von 85 Prozent gegen\u00fcber dem Vorjahr. Der Gewinn pro Aktie erreichte 2,39 US-Dollar. Besonders das Gesch\u00e4ft mit Rechenzentren erwies sich mit Erl\u00f6sen von 75,2 Milliarden US-Dollar als Wachstumstreiber. Diese Zahlen festigten die Dominanz des Unternehmens, steigerten aber zugleich die Fallh\u00f6he f\u00fcr die aktuelle Berichtssaison.<\/p>\n<p>\u00a0<\/p>\n<div class=\"chartwrapper\" id=\"chartwrapper\" data-chartid=\"6a8edba1800a6\"><\/div>\n<p>    <script id=\"tvChartLoader\" async src=\"https:\/\/unpkg.com\/lightweight-charts@4.2.0\/dist\/lightweight-charts.standalone.production.js\"><\/script><\/p>\n<p>    <script id=\"declarations\">\n    var chartid = \"6a8edba1800a6\";\n    function renderTV(kursData, chartData,companyName,currency, chartHeight, chartWidth, code, exchange, kursDate, hidetitle, hidelegend, chartid) {      \n    \tconsole.log(\"render chart with id\", document.querySelector(`[data-chartid=\"${chartid}\"]`));\n        let width = chartWidth?chartWidth:600;\n        let ratio = 2\n        let height = chartHeight?chartHeight:(width\/ratio);\n        document.querySelector(`[data-chartid=\"${chartid}\"]`).style.height = chartHeight +50\n        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Quartal 2027 gab das Unternehmen bei der letzten Vorlage eine klare Zielmarke heraus. Der Umsatz soll 91 Milliarden US-Dollar erreichen, mit einer m\u00f6glichen Abweichung von 2 Prozent nach oben oder unten. Gleichzeitig erwartet der Konzern eine Bruttomarge (non-GAAP) von 75 Prozent. Die Prognosen sparen Einnahmen aus dem chinesischen Gesch\u00e4ft f\u00fcr Rechenzentren aus.<\/p>\n<p>\u201eDer Aufbau von KI-Fabriken \u2013 die gr\u00f6\u00dfte Infrastruktur-Erweiterung in der Menschheitsgeschichte \u2013 beschleunigt sich mit au\u00dferordentlicher Geschwindigkeit\u201c, betonte Firmengr\u00fcnder und Vorstandschef Jensen Huang bei der letzten Pr\u00e4sentation. Nvidia sei einzigartig im Zentrum dieser Transformation positioniert, so Huang weiter, als einzige Plattform, die in jeder Cloud l\u00e4uft, jedes Pionier- und Open-Source-Modell antreibt und \u00fcberall skaliert, wo KI produziert wird.<\/p>\n<h3>Neue Chip-Generation Vera Rubin im Fokus der M\u00e4rkte<\/h3>\n<p>Der Fokus der M\u00e4rkte verlagert sich zunehmend auf den technologischen Fahrplan des Konzerns. W\u00e4hrend die Nachfrage nach der bisherigen Architektur weiterhin das Fundament bildet, blicken Investoren gespannt auf die kommende Plattform namens <a href=\"https:\/\/www.bitget.com\/academy\/nvidia-earnings-august-26-nvda-stock-price-prediction-news\" target=\"_blank\" rel=\"noopener\">Vera Rubin<\/a>. Diese neue Generation befindet sich bereits in der Produktion und soll im Herbst ausrollen.<\/p>\n<p>Analysten werten diesen \u00dcbergang zu Vera Rubin als entscheidend, um den massiven Ausbau der KI-Infrastruktur bei gro\u00dfen Cloud-Anbietern weiter anzutreiben. Gleichzeitig geraten neue Finanzierungsmodelle in den Blickpunkt, bei denen das Unternehmen den Aufbau von Rechenzentren durch strategische Partnerschaften mit Verm\u00f6gensverwaltern flankiert.<\/p>\n<h3>Preisdruck und geopolitische Spannungen als Gegenwind<\/h3>\n<p>Hinter den Kulissen brauen sich jedoch auch strategische Herausforderungen zusammen. Ein zentrales Thema ist die <a href=\"https:\/\/trading-treff.de\/trading\/nvidia-vor-preiswelle-steigende-serverkosten-als-test-fuer-die-marktmacht\" target=\"_blank\" rel=\"noopener\">Preisentwicklung<\/a> bei essentiellen Bauteilen. Steigende Speicherkosten k\u00f6nnten den Konzern zwingen, die Preise f\u00fcr seine KI-Server demn\u00e4chst drastisch anzuheben.<\/p>\n<p>Hinzu kommen anhaltende geopolitische Spannungen. Die weitreichenden Exportbeschr\u00e4nkungen der Vereinigten Staaten drosseln das Potenzial auf dem chinesischen Markt sp\u00fcrbar. Zwar existieren punktuelle Genehmigungen f\u00fcr bestimmte Chips\u00e4tze, doch der Zugang zum asiatischen Riesenreich bleibt stark reglementiert und stellt eine unberechenbare Variable in der Wachstumsstory dar.<\/p>\n<p><span style=\"font-weight: 400;\">\t\t<\/p>\n<div data-elementor-type=\"section\" data-elementor-id=\"66052\" class=\"elementor elementor-66052\" data-elementor-post-type=\"elementor_library\">\n<section class=\"elementor-section elementor-top-section elementor-element elementor-element-329e521 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"329e521\" data-element_type=\"section\" data-e-type=\"section\">\n<div class=\"elementor-container elementor-column-gap-default\">\n<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d5ce7cd\" data-id=\"d5ce7cd\" data-element_type=\"column\" data-e-type=\"column\">\n<div class=\"elementor-widget-wrap elementor-element-populated\">\n<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-1ae567f elementor-reverse-mobile elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1ae567f\" data-element_type=\"section\" data-e-type=\"section\" data-settings='{\"background_background\":\"gradient\"}'>\n<div class=\"elementor-container elementor-column-gap-default\">\n<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-99f564a\" data-id=\"99f564a\" data-element_type=\"column\" data-e-type=\"column\">\n<div class=\"elementor-widget-wrap elementor-element-populated\">\n<div class=\"elementor-element elementor-element-fdcd32f elementor-widget elementor-widget-image\" data-id=\"fdcd32f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\"src=\"\" title=\"comdirect-logo\" alt=\"comdirect-logo\" loading=\"lazy\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-14abf6e\" data-id=\"14abf6e\" data-element_type=\"column\" data-e-type=\"column\">\n<div class=\"elementor-widget-wrap elementor-element-populated\">\n<div class=\"elementor-element elementor-element-c446c65 elementor-absolute elementor-widget elementor-widget-text-editor\" data-id=\"c446c65\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings='{\"_position\":\"absolute\"}' data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p style=\"font-size: 12px; color: #999999; text-align: center;\">Anzeige<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"elementor-element elementor-element-61031b6 elementor-widget elementor-widget-heading\" data-id=\"61031b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n<div class=\"elementor-widget-container\">\n<h4 class=\"elementor-heading-title elementor-size-default\">ETFs &amp; Aktien einfach kaufen. <span style=\"color: #216CAD\">Beim Testsieger.<\/span><\/h4>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"elementor-element elementor-element-064cf94 elementor-widget elementor-widget-text-editor\" data-id=\"064cf94\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n<div class=\"elementor-widget-container\">\n<p class=\"sc-ERObt iaSbiG\">Deutschlands bestes Online-Depot.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"elementor-element elementor-element-235f1d2 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"235f1d2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n<div class=\"elementor-widget-container\">\n<ul class=\"elementor-icon-list-items\">\n<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\"><br \/>\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-circle\"><\/i>\t\t\t\t\t\t<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">+240 kostenlose ETF-Sparpl\u00e4ne<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\"><br \/>\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-circle\"><\/i>\t\t\t\t\t\t<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">3,90\u20ac Ordergeb\u00fchren pro Kauf<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\"><br \/>\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-circle\"><\/i>\t\t\t\t\t\t<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Durch die BaFin reguliert<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<div class=\"elementor-element elementor-element-526ff37 elementor-widget elementor-widget-html\" data-id=\"526ff37\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n<div class=\"elementor-widget-container\">\n<div class=\"button-container\">\n        <a class=\"box-affiliate\" href=\"https:\/\/www.ftd.de\/go\/comdirect-depot\/\/\" target=\"_blank\">Zur comdirect*<\/a>\n    <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section><\/div>\n<p>\t\t<\/span><\/p>\n<h3>Enorme Chancen treffen auf ambitionierte Markterwartungen<\/h3>\n<p>Das gr\u00f6\u00dfte Potenzial f\u00fcr eine positive \u00dcberraschung liegt in einem reibungslosen Start der neuen Vera-Rubin-Chips sowie einer anhaltend hohen Investitionsbereitschaft der Tech-Giganten. Zeigt sich die Nachfrage hier robuster als gedacht, treibt dies die Aktie wohl kr\u00e4ftig an.<\/p>\n<p>Dem gegen\u00fcber stehen betr\u00e4chtliche Risiken: Drosseln Gro\u00dfkunden wie Microsoft oder Meta ihre Ausgaben f\u00fcr k\u00fcnstliche Intelligenz oder bleiben die Bruttomargen unter den Erwartungen, droht ein Stimmungswechsel. Bei derart hochgesteckten Markterwartungen gen\u00fcgen kleine Risse im fundamentalen Bild, um eine harsche Kurskorrektur auszul\u00f6sen.<\/p>\n<h3>Nvidia Umsatz und Gewinn \u2013 Die Prognosen der Analysten<\/h3>\n<p>Der Gewinn pro Aktie soll nach der mittleren Sch\u00e4tzung von 42 Analysten auf <a href=\"https:\/\/www.finanzen.net\/schaetzungen\/nvidia\" target=\"_blank\" rel=\"noopener\">finanzen.net<\/a> im 2. Quartal von 27. April 2026 bis 26. Juli 2026 bei rund 2,09 US-Dollar liegen. Das ist ein R\u00fcckgang gegen\u00fcber dem Vorquartal, f\u00fcr das Nvidia rund 2,39 US-Dollar meldete. Rund 1,08 US-Dollar betrug der Gewinn pro Aktie im Vorjahresquartal.<\/p>\n<p>Starkes Wachstum verhei\u00dfen die <a href=\"https:\/\/www.boerse-global.de\/nvidia-vor-den-zahlen-warum-die-guidance-ueber-den-naechsten-kursimpuls-entscheidet\/821925\" target=\"_blank\" rel=\"noopener\">Umsatzprognosen<\/a> \u2013 rund 92,07 Milliarden US-Dollar sch\u00e4tzen Analysten im Mittel f\u00fcr das 2. Quartal. Das ist mehr als im Vorjahresquartal (rund 46,74 Milliarden US-Dollar) und im 1. Quartal (rund 81,62 Milliarden). Das Gesch\u00e4ftsjahr endet am 31. Januar.<\/p>\n<p>\u00a0<\/p>\n<p style=\"font-size: 12px;\">Disclaimer:<br \/>\nDieser Artikel wurde mit Hilfe von KI erstellt und vor Ver\u00f6ffentlichung durch die Redaktion gepr\u00fcft. Alle Angaben ohne Gew\u00e4hr auf Vollst\u00e4ndigkeit, Richtigkeit und Aktualit\u00e4t. Der Text stellt keine Handelsempfehlung oder Anlageberatung dar.<\/p>\n<p>Der Beitrag <a href=\"https:\/\/www.ftd.de\/boerse\/aktien\/nvidia-quartalszahlen-haelt-der-ki-boom-oder-droht-der-absturz-prognose-und-ueberblick\/\">Nvidia Quartalszahlen: H\u00e4lt der KI-Boom oder droht der Absturz? Prognose und \u00dcberblick<\/a> erschien zuerst auf <a href=\"https:\/\/www.ftd.de\/\">ftd.de<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Die neue Chip-Generation Vera Rubin soll den globalen Ausbau von KI-Rechenzentren ma\u00dfgeblich beschleunigen. (KI-Bild: Magnific.com, jahanul7211) Santa Clara \u2013 Nvidia hat sich zum ultimativen Gradmesser f\u00fcr den weltweiten Ausbau der K\u00fcnstlichen Intelligenz entwickelt. Wenn das wertvollste Unternehmen der Welt die B\u00fccher \u00f6ffnet, blickt die Branche auf die Investitionsbudgets der Tech-Giganten. Doch die Messlatte liegt nach [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":143144,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[22,1],"tags":[],"class_list":["post-143143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ft","category-topstory"],"_links":{"self":[{"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/posts\/143143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/comments?post=143143"}],"version-history":[{"count":0,"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/posts\/143143\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/media\/143144"}],"wp:attachment":[{"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/media?parent=143143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/categories?post=143143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.abusizz.ch\/fr\/wp-json\/wp\/v2\/tags?post=143143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}