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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 · 20h

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 · 1d

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

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that flagged a possible slowdown by Microsoft on data centre leasing knocked sentiment ahead of make-or-break results from Nvidia .

Nvidia, Wall Street and DeepSeek

Business Insider · 3h

Nvidia earnings live updates: Wall Street watching chip demand and guidance around DeepSeek

Nvidia's earnings call is today at 5 pm ET. NVDA stock heads into the report down 6% YTD. Analysts are monitoring guidance around DeepSeek.

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.

Barron's · 1h

Nvidia Earnings Today: Wall Street Expects Blowout Numbers

Follow here for news and analysis of Nvidia's fourth-quarter earnings report and call with management to discuss the results later today.

Nvidia, AI and Technology stocks

Business Insider on MSN · 6h

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 DeepSeek poses.

Reuters on MSN · 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. Technology stocks globally sold off this week after a TD Cowen analyst note said Microsoft has canceled leases for sizeable data center capacity in the U.

Investopedia on MSN · 1h

Nvidia Stock Climbs Ahead of Chipmaker’s Highly Anticipated Earnings

Key Takeaways Nvidia shares climbed Wednesday ahead of the AI chipmaker’s fourth-quarter results, due for release after the bell. Analysts are overwhelmingly bullish on the chipmaker's stock, expecting record results,

AI Stocks Are Leading the Market

devdiscourse · 4h

Nvidia's AI Dominance: Stock Market Dynamics

Nvidia's impending results are pivotal for AI stocks, marking a crucial point amidst market rallies and valuation concerns. Despite potential selloffs, Nvidia's exceptional performance remains pivotal,

Reuters · 6h

Market Talk: Nvidia results 'won't change fundamental case for AI'

Chipmaker Nvidia reports quarterly results on Wednesday and the market is nervous, after China's DeepSeek breakthrough raised questions about the huge spending on AI development. Chris Rossbach of J.

Barron's · 9h

AI Stocks Are Leading the Market Ahead of Nvidia's Report

The selling in AI stocks has finally paused—at least until Nvidia’s earnings report. Nvidia, up 3.1% on the day, was the top stock in the Dow. The blue-chip index was up 140 points, or 0.3%. The S&P 500 was similarly led by AI trade standouts like Super Micro Computer and Vistra.

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 ...

devdiscourse1h

Nvidia's AI Surge: A Turning Point for Tech Giants

Nvidia's upcoming results may mark a pivotal moment for AI stocks, impacting the tech giants that have driven market growth.

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 ...

Alibaba And DeepSeek Intensify AI Showdown, Challenge OpenAI Market Dominance

Chinese AI startup DeepSeek resumes core programming interface access after 3-week suspension, competes with OpenAI's ChatGPT ...

4hon MSN

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, ...

12hon 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 ...

1don MSN

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 ...

DeepSeek rushes to launch new AI model as China goes all in

Rivals are still digesting the implications of R1, which was built with less-powerful Nvidia chips but is competitive with ...

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