The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...
Nvidia CEO Jensen Huang at the Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2025. As Nvidia (NVDA) ...
Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export ...
DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on ...
Nvidia (NVDA) is expected to release its fiscal fourth quarter earnings results at the end of the trading day on Wednesday.
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
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Zacks.com on MSNNvidia Earnings Loom: Will DeepSeek Have a Lasting Effect?Nvidia stock was recently shook by news of a Chinese AI competitor. But will this really cause a material pullback in capex from hyperscalers like Microsoft, Alphabet and Amazon?
Chinese tech giants like Tencent, Alibaba, and ByteDance are heavily increasing orders for Nvidia's H20 AI chip due to rising ...
Rivals are still digesting the implications of R1, which was built with less-powerful Nvidia chips but is competitive with ...
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