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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 · 19h

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

Business Insider · 2h

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.

U.S. News & World Report · 2h

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,

Fortune · 2h

Nvidia’s shaken aura of invincibility is set for an earnings test

"I'm not overly optimistic this will be the kind of report we’ve seen a lot from Nvidia ... That could lead to a massive selloff.”

Nvidia, AI

Business Insider on MSN · 5h

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.

NBC New York · 20m

Nvidia reports fourth-quarter earnings after the bell

Nvidia’s earnings report on Wednesday will put the finishing touches on one of the most remarkable years from a large company ever.

Reuters · 23h

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.

Nvidia, DeepSeek and Stock Investors

USA Today · 4d

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 to the dominance of U.S. rivals, driving Nvidia down roughly 17% on January 27, equivalent to $593 billion — a record one-day market value loss.

Fortune on MSN · 1d

Nvidia gets a boost from China’s DeepSeek ahead of earnings

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

The Motley Fool on MSN · 2d

Nvidia's CEO Just Said Something About DeepSeek. Here's What It Could Mean for Nvidia Stock Investors

In today's video, I discuss Nvidia (NASDAQ: NVDA) and recent updates affecting the semiconductor giant. To learn more, check out the short video, consider subscribing, and click the special offer link below.

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 ...

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 ...

Investor ideas53m

DeepSeek and the Future of Finance: A CEO's Perspective on AI Disruption

The efficiency demonstrated by DeepSeek also raises questions about the effectiveness of US export restrictions on advanced ...

Nvidia Earnings Today: AI Chip Demand And Dow Jones Impact

Nvidia is expected to announce strong Q4 2024 earnings, driven by high demand for GPUs in data centers and AI applications.

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.

22h

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

The Chinese startup is accelerating the launch of the successor to its cut-price AI reasoning model that outperformed many ...

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.

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