Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.
Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export ...
Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's ...
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...
What happens with Nvidia matters for the entire U.S. stock market. The chip company has grown into the second-largest company ...
DeepSeek is an exciting development and not a threat to compute demand, Nvidia CEO Jensen Huang said in an interview that ...
For the first time since 2022, Nvidia stock is falling in the weeks leading up to the chip giant's earnings report. Since the ...
Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could ...
DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on ...
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