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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 · 22h

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, AI and Wall Street

Business Insider · 1h

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.

U.S. News & World Report · 4h

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, AI and U.S. stock market

Business Insider on MSN · 7h

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.

devdiscourse · 35m

Nvidia's Quarterly Report: A Test for AI Market Momentum

Nvidia's quarterly report is highly anticipated on Wall Street, as it may impact the AI rally in the stock market. Despite past growth, recent concerns include competition from China's DeepSeek and market volatility.

The Washington Post · 1d

Why Nvidia's earnings are important to the entire U.S. stock market

Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants continue to spend heavily on the company’s chips and data centers needed to train

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 ...

24m

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 ...

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 ...

13hon 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

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

CCN on MSN1d

Nvidia Stock Price In 5 Years: NVDA To Beat Expectations Despite DeepSeek Challenges

Analysts expect Nvidia to report strong results for its latest quarter. DeepSeek competition and rumors of U.S. tariffs spark ...

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 ...

1don MSN

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

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