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Nvidia’s H20 AI Chip in High Demand

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.

Reuters · 1d

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.

scmp.com · 9h

DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say

Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global attention.

Nvidia, Stock

Reuters · 2h

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.

The Wall Street Journal on MSN · 9h

Nvidia Had a Rough Start to 2025. Investors Still Love the Stock.

Nvidia had a rocky start to the year. That’s done little to dull its popularity among individual investors, many of whom are positioning for the shares to rally after Wednesday’s earnings report. The graphics-chip maker lost nearly $600 billion in market value in a single session in late January when news of a lower-cost artificial-intelligence model from Chinese company DeepSeek temporarily rattled investors’ confidence in the AI trade.

The Motley Fool on MSN · 27m

Nvidia Is Sinking Today -- Is the Stock a Buy?

Nvidia (NASDAQ: NVDA) stock is heading lower in Tuesday's trading. The company's share price was down 1% as of 1 p.m. ET against the backdrop of a 0.5% decline for the S&P 500 index and a 1.1% decline for the Nasdaq Composite index.

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 ...

36mon MSN

Wall Street eyes 'growing pains' in Nvidia earnings but all eyes are on a bullish 2nd half for its next-gen chip

Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.

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 ...

The Economist24m

Nvidia is fighting off two threats

Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...

22hon 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.

18h

Anthropic’s Claude 3.7 Sonnet takes aim at OpenAI and DeepSeek in AI’s next big battle

Anthropic launches Claude 3.7 Sonnet AI with groundbreaking 'thinking time' controls, challenging OpenAI and DeepSeek while ...

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.

MoneyWeek1d

Nvidia earnings live: AI semiconductor giant announces results

Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek ...

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