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Jensen Huang shouts out strong Blackwell demand and DeepSeek

Nvidia CEO Jensen Huang Says Blackwell Demand Is ‘Amazing’

Nvidia’s latest generation Blackwell GPU sales are off to a good start. “Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,

Fortune on MSN · 9h

Jensen Huang hails DeepSeek, touts ‘extraordinary’ Blackwell demand after Nvidia crushes earnings—again

Nvidia lost a record $600 billion in market cap over a single day last month after DeepSeek debuted its R1 model.

Business Insider · 7h

Nvidia earnings recap: Jensen Huang shouts out strong Blackwell demand and DeepSeek as company beats estimates

NVDA stock rose after hours as Nvidia's earnings results beat estimates. Blackwell chips brought in $11 billion for Nvidia, who said demand is strong.

NVIDIA foresees strong demand for AI chips

Hosted on MSN · 1h

Nvidia signals unstoppable AI demand with strong Q1 forecast, hails ‘amazing’ Blackwell chip orders

Nvidia continues to solidify its dominance in the artificial intelligence sector, with its latest earnings report showing a 93% surge in data center revenue. The company’s transition to its new Blackwell architecture signals a strategic shift from individual chip sales to fully integrated AI computing systems,

Reuters · 55m

Even after DeepSeek debut, Nvidia foresees strong demand for AI chips

Nvidia's NVDA.O strong growth forecast for the first quarter on Wednesday signaled that booming demand for its artificial intelligence chips was intact, and the company said orders for its new Blackwell semiconductors were "amazing.

BBC · 9h

Nvidia says AI chip sales strong despite DeepSeek fears

Sales of the firm's chips hit more than $39bn (£30.7bn) over the three months ended 27 January, up 74% year-on-year. Nvidia has seen a surge of demand, as big tech companies turn to the firm for chips that can handle the large amounts of data used to train AI models.

Nvidia, DeepSeek

Inside Bitcoins · 35m

As Nvidia Tops Earnings Estimates In First Report Since DeepSeek, Is This AI Agent Pepe The Best Crypto To Buy Now?

As Nvidia releases its first positive earnings report since the DeepSeek AI launch, this AI Agent Pepe might be the best crypto to buy now.

MarketWatch · 21h

Nvidia earnings will either quash or validate the 'DeepSeek paranoia crowd'

Synovus Trust senior portfolio manager Dan Morgan said he is looking to Nvidia earnings to be help settle a key investor debate as some on Wall Street remain nervous about AI spending following last month's DeepSeek revelation.

NBC News on MSN · 1d

Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

Nvidia is scheduled to report fourth-quarter financial results on Wednesday after the bell. It’s expected to put the finishing touches on one of the most remarkable years from a large company ever. Analysts polled by FactSet expect $38 billion in sales for the quarter ended in January,

Nvidia’s next AI chip, Blackwell Ultra, will be unveiled next month.

Image: Blackwell Ultra and Vera Rubin were named on a roadmap last June. Nvidia is hosting its GTC keynote on March 18th, ...

34m

Blackwell already hit one milestone, and another could come next earnings season

Blackwell already took the crown for the fastest Nvidia product ramp, according to management. But after the company posted $11 billion in revenue for the product line this past quarter, Raymond James ...

The Next Platform5h

Blackwell Is The Fastest Ramping Compute Engine In Nvidia’s History

With the months-long blip in manufacturing that delayed the “Blackwell” B100 and B200 generations of GPUs in the rear view ...

Nvidia sells $11 billion of next-gen Blackwell AI chips in 'fastest product ramp in our company’s history'

Nvidia said that its latest Blackwell AI chips have reached full-scale production, generating $11 billion in revenue during ...

Nvidia's earnings contained only one negative, according to Piper Sandler

The only negative coming out of Nvidia's earnings? Expectations for a 71% adjusted gross margin this quarter as the company continues ahead with its Blackwell ramp, according to Piper Sandler analyst ...