Data center capacity constraints could one day eat into Nvidia's revenue potential, according to UBS analysts. "A major factor that we believe will probably start coming into play is data center capacity — which we do think starts to hurt revenue, albeit maybe more in 2026 than in 2025," Arcuri said, in a separate report. For the fourth quarter, UBS expects Nvidia to report data center revenue of $19.45 billion, which would entail sequential growth of 34%. It also expects revenue and earnings per share, as well as data center revenue, to increase in 2025 and 2026. According to FactSet, average estimates for data center revenue are around $17.06 billion and $20.4 billion in total revenue for the fourth quarter.

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Persons: Timothy Arcuri, Carlos Colorado, Arcuri Organizations: UBS, UBS —, Nvidia, Microsoft, Amazon Locations: Colorado, U.S