Nvidia earnings updates: Chip titan to deliver results at a key crossroads for the AI trade

Nvidia CEO Jensen Huang

Kim Soo-hyeon/Reuters

Investors have arrived at the final boss of this season's tech earnings.

Nvidia's results come at a particularly sensitive time for the market, with investors no longer blindly rewarding every company that touches AI, instead electing to divide the landscape into distinct winners and losers.

Analysts ahead of the fourth-quarter call say they'll be listening for comments from CEO Jensen Huang on the appetite for high-end AI chips and...