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Nvidia, ai and DeepSeek

Hosted on MSN · 2h

DeepSeek raises new questions for Nvidia and the tech giants that hoard its chips

DeepSeek shook the market, but companies like Nvidia are still developing AI platforms that foundation models can use to operate.

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.

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.

Nvidia, Wall Street

Business Insider · 18m

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.

Associated Press · 17m

Wall Street is anxiously watching Nvidia earnings again. What to know, by the numbers

Wall Street is once again fixated on Nvidia, as the main player in the artificial intelligence mania is set to report earnings after the bell Wednesday and give an update on demand for its semiconductors,

Nvidia Earnings Could Crash the Stock Market if Wall Street Doesn’t Get Its Way

To Bloomberg Intelligence analysts, Nvidia is likely to meet Wall Street’s expectations on revenue and raise its guidance for the year ahead as it appears on track for record revenue of $130 billion in 2025 and another 50 percent higher in 2026.

18hon MSN

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.

1d

Nvidia Stock Down As View Could Hinge On Tariffs And DeepSeek

Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...

1h

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 ...

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 ...

2h

Nvidia Results Will Be an Eye-Opener: Read Our New-Look Markets A.M. Newsletter

This is an online version of our new Markets A.M. newsletter by Spencer Jakab. Get investing insights in your inbox each ...

3hon 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 ...

1don MSN

Top analyst revisits Nvidia stock price target amid DeepSeek questions

DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on ...

5h

Nvidia’s Shaken Aura of Invincibility Is Set for Earnings Test

Nvidia Corp.’s earnings are set to dictate whether artificial intelligence can regain its status as the key driver behind ...

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