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Nvidia’s H20 AI Chip in High Demand

After DeepSeek, Nvidia and the AI boom hyper scalers that hoard its chips face new questions

DeepSeek shook the market, hitting Nvidia's shares hard and more recently leading to scrutiny of major OpenAI investor Microsoft's AI spending plans. Nvidia earnings on Wednesday after the close will be a key read on how the AI infrastructure leader sees the market for AI chips and data centers developing as the cost of large language models comes down.

eWeek · 23h

DeepSeek AI Boom Spurs NVIDIA H20 Chip Sales in China

Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export restrictions.

Reuters · 2d

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, AI and reports earnings

Forbes on MSN · 7h

Nvidia Stock Dips Ahead Of AI Giant’s ‘Massive' Earnings Report—Here’s What To Expect

Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, worse than the S&P 500’s 7% return.

Reuters · 1d

AI stocks battered heading into make-or-break Nvidia earnings

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations.

Axios on MSN · 22h

Nvidia earnings preview: Watching for DeepSeek AI fallout

Nvidia investors will be watching for any clues on how the DeepSeek surprise is reshaping the AI chip giant's trajectory when it reports earnings Wednesday afternoon. Why it matters: China-based DeepSeek's new AI model turned heads earlier this year with its stunning efficiency,

9hon MSN

Nvidia's earnings have turned into a quarterly AI State of the Union

Nvidia reports earnings this afternoon, giving it another chance to ease investor concerns about the potential threat ...

We finally know the secret sauce behind DeepSeek’s AI breakthroughs that shocked the world

DeepSeek is rushing to release a big AI upgrade, with the R2 model set to be released in May: Here's why the AI firm might be ...

24/7 Wall St1h

Live Earnings Updates: 3 Catalysts That Can Send NVIDIA (NVDA) Shares Soaring Tonight

Live Updates Live Coverage Updates appear automatically as they are published. NVIDIA Earnings Are Out 4:20 pm Stock is ...

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 ...

2don MSN

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

Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.

devdiscourse20m

Nvidia's Earnings Set to Shape AI Sector Amid Tariff Concerns

The S&P 500 remained stable as investors await Nvidia's quarterly results, crucial for the AI sector's trajectory. Meanwhile, ...

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 ...

15hon MSN

Morning Bid: Nvidia results offer window into AI spending

A look at the day ahead in European and global markets from Rae Wee Quarterly earnings from AI darling Nvidia is Wednesday's ...

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