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Nvidia, DeepSeek and AI

Nvidia's earnings to be a test of AI chip demand as DeepSeek sows spending doubts

The world's second most valuable company has been the top beneficiary of an AI-driven spending spree by big technology companies over the past two years.

Business Insider on MSN · 4h

Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact

DeepSeek majorly impacted Nvidia last month: its market cap dropped by $600B in one day. The chip giant will respond on this week's investors' call."

USA Today · 3d

Nvidia's Q4 earnings key to gauging AI investment stability after DeepSeek panic

A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat to the dominance of U.S. rivals, driving Nvidia down roughly 17% on January 27, equivalent to $593 billion — a record one-day market value loss.

Quartz on MSN · 15h

Nvidia earnings are coming. Here's what to expect after the DeepSeek shock

Nvidia (NVDA) is expected to release its fiscal fourth quarter earnings results at the end of the trading day on Wednesday.

Business Insider · 4d

Nvidia CEO Jensen Huang directly addresses the DeepSeek stock sell-off, saying investors got it wrong

DeepSeek is an exciting development and not a threat to compute demand, Nvidia CEO Jensen Huang said in an interview that aired Thursday.

Oppenheimer Bangs the Drum on NVIDIA Stock

MarketWatch on MSN · 1d

The ‘next important test for AI bulls’ happens this week with Nvidia’s earnings

Shares of Nvidia Corp., the chip-making giant at the core of the artificial-intelligence boom, have recovered — somewhat — from the hit they took during the market’s DeepSeek tantrum last month. But as the $3.4 trillion company prepares to report fourth-quarter results on Wednesday, Wall Street has other anxieties.

Business Insider · 1d

Oppenheimer Bangs the Drum on Nvidia Stock Ahead of Earnings

Nvidia (NASDAQ:NVDA) is ready to turn the page on the DeepSeek drama and shift focus to its next big catalyst. The AI chip giant is set to

Seeking Alpha · 1d

Nvidia's Stock May Drop After Earnings - Even If It Beats

Nvidia's 72.1% revenue growth is anticipated, but investors expect a big beat and raise. Check out the earnings preview of NVDA stock.

1h

Exclusive: Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's ...

5hon MSN

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

7h

DeepSeek: Everything you need to know about the AI chatbot app

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

9h

Nvidia CEO Jensen Huang Addresses DeepSeek Stock Sell-Off and AI Market Concerns

Built on less potent CPUs and with less expenditure than rival Western models, the finding raised questions about the need ...

LifestyleAsia1h

Forget DeepSeek or ChatGPT. Qwen is the new big AI on the block.

Qwen, released by Alibaba, is the new model making waves because it technically surpasses the likes of DeepSeek and ChatGPT.

Nvidia investors, AI boosters await key earnings report

The vaunted chipmaker is a bellwether for tech stocks and the generative AI industry. But uncertainty has crept into views of ...

7mon MSN

Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models, sources say

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's ...

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