BlockBeats News, August 26th. NVIDIA is set to release its second-quarter earnings report after the US stock market closes on Wednesday. The market's attention is mainly focused on five aspects: AI infrastructure financing, progress on the Vera Rubin server, open model strategy, sales in China, and margin pressure.

Firstly, NVIDIA recently announced a large-scale AI infrastructure financing plan and is supporting a major data center project in southern Ohio. Investors are starting to pay close attention to the company's involvement in these transactions and how these financing arrangements will ultimately translate into returns.

On the product side, NVIDIA has stated that the next-generation Vera Rubin server is expected to start shipping in the third or fourth quarter of this year. Previously delayed for months due to design flaws, the progress of Vera Rubin according to plan will be a key observation point. Meanwhile, NVIDIA has reportedly acquired the technology and engineering talent of open weight AI model startup Poolside through a $6 billion licensing agreement to accelerate the development of its own Nemotron open model.

Furthermore, the market will also be watching NVIDIA's sales performance in the Chinese market. As for the margin, the company currently maintains a high level of around 75%. However, with the rise in memory prices and increasing competition in custom chips and new processors, NVIDIA's difficulty in passing on costs to customers may increase.