Nvidia prepares for Q1 2024 earnings, with EPS expected to be 5x higher than last year and revenue projected to be 3x higher. AI-driven gains extend beyond chipmaking to power, commodities, and utilities, with Nvidia's market cap increasing by $1.5 trillion since Q1 2023.
Piper Sandler analyst attended Virtual Iceberg Summit with tech giants. Snowflake seen as having potential drag on growth, but threat may be overstated.