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Nvidia’s H20 AI Chip in High Demand

Fortune on MSN · 4h

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.

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 · 10h

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, U.S. stock market

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 many risks to be revealed February 26

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. Technology stocks globally sold off this week after a TD Cowen analyst note said Microsoft has canceled leases for sizeable data center capacity in the U.

The Associated Press on MSN · 2h

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

What happens with Nvidia matters for the entire U.S. stock market. The chip company has grown into the second-largest company on Wall Street, which means the stock’s movement carries more weight on the S&P 500 and other indexes than every company except Apple. The tech giant, based in Santa Clara, California, is now worth over $3 trillion.

49mon 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.

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 ...

4hon MSN

Nvidia Stock Dips Ahead Of AI Giant’s ‘Massive' Earnings Report—Here’s What To Expect

Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...

23hon 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.

3hon MSN

Nvidia Q4 Results Preview: Will DeepSeek impact the AI bellweather's earnings report? Here's what Wall Street expects

Nvidia is all set to announce its fourth-quarter earnings on Wednesday, February 26, post-market hours. Silicon Valley's ...

CCN on MSN4h

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 ...

1d

DeepSeek: Everything you need to know about the AI chatbot app

DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...

23hon 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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