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NVIDIA, DeepSeek

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.

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.

Business Insider on MSN · 1d

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.

NVIDIA may be stock of decade, investor says

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 on February 26.

The Wall Street Journal on MSN · 20h

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

Nvidia had a rocky start to the year. That has 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.

Business Insider · 21h

‘Don’t Make This Mistake,’ Says Investor About Nvidia Stock

All eyes are on Nvidia Corporation (NASDAQ:NVDA) as the AI chipmaker gets set to unveil its Q4 FY 2025 numbers on February 26. Nvidia and the

Hosted on MSN11h

Nvidia earnings preview: Watching for DeepSeek AI fallout

Nvidia investors will be watching for any clues on how the DeepSeek surprise is reshaping the AI chip giant's trajectory when ...

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 ...

Analytics Insight13m

China's DeepSeek Challenges US AI Giants with New R2 Model

Chinese artificial intelligence firm DeepSeek is bringing forward the launch of its R2 AI model following the success of its ...

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

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 ...

DeepSeek disrupts AI landscape, igniting edge computing, and memory demand, says Silicon Motion CEO

DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO ...

18hon 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, ...

14hon 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.

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