Nvidia's earnings to be a test of AI chip demand

Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
Nvidia finally has a chance to tell investors why their violent reaction to DeepSeek was a mistake.The chip giant's Wednesday earnings are the first since DeepSeek's AI sparked market panic.Key areas to watch are data center revenue,
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.
Nvidia’s H20 AI Chip in High Demand as China Embraces DeepSeek Models
Chinese tech giants Tencent, Alibaba, and ByteDance are ramping up orders for Nvidias (NASDAQ: NVDA) H20 AI chip due to soaring demand for DeepSeeks cost-efficient AI models, sources told Reuters. This surge
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.
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.
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.
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 ...
DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say
Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global ...
Nvidia Sees Rush For H20 AI Chip Orders As DeepSeek Disrupts AI Market— Tencent, Alibaba, ByteDance Fuel Demand Surge
Chinese tech giants Tencent, Alibaba, and ByteDance have ramped up orders for Nvidia's H20 AI chips, driven by the rising ...
Anthropic’s Claude 3.7 Sonnet takes aim at OpenAI and DeepSeek in AI’s next big battle
Anthropic launches Claude 3.7 Sonnet AI with groundbreaking 'thinking time' controls, challenging OpenAI and DeepSeek while ...
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 ...
Nvidia's H20 chip orders jump as Chinese firms adopt DeepSeek's AI models
Surge in orders underlines Nvidia's dominance of the market and could help alleviate concerns that DeepSeek might cause a ...
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.
Nvidia: A Rare Buying Opportunity Is Here
Nvidia's stock decline due to DeepSeek's model release is an overreaction; Nvidia remains a strong BUY with significant long-term growth potential in AI.