Nvidia’s 15-quarter earnings streak faces risk from customer power shortages

Sep 21, 2026 16:34 (34d ago)

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VanEck warns Nvidia customers’ electricity constraints could threaten the company’s earnings streak.
1 gigawatt of unavailable power represents about $37 billion, or roughly 6%, in potential revenue.
Nvidia has beaten EPS estimates for 15 quarters and revenue estimates for 16 quarters.

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