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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 · 16h

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 stocks

Forbes on MSN · 28m

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, worse than the S&P 500’s 7% return.

NBC News on MSN · 17h

Nvidia to report earnings amid infrastructure spending, DeepSeek concerns

Nvidia is scheduled to report fourth-quarter financial results on Wednesday after the bell. It’s expected to put the finishing touches on one of the most remarkable years from a large company ever. Analysts polled by FactSet expect $38 billion in sales for the quarter ended in January,

Reuters on MSN · 20h

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.

Nvidia, Earnings Test

Business Insider on MSN · 2h

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.

Reuters on MSN · 20h

AI stocks battered heading into make-or-break Nvidia earnings

Bloomberg L.P. · 4h

Nvidia’s Shaken Aura of Invincibility Is Set for Earnings Test

Nvidia Corp.’s earnings are set to dictate whether artificial intelligence can regain its status as the key driver behind Wall Street gains — or trigger more weakness after the Magnificent Seven group of technology stocks fell into correction territory.

NVIDIA may be stock of decade, investor says

Forbes · 23h

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 · 1d

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 · 1d

‘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

14m

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 ...

devdiscourse21m

Nvidia's AI Dominance: Stock Market Dynamics

Nvidia's impending results are pivotal for AI stocks, marking a crucial point amidst market rallies and valuation concerns.

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.

8hon 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 ...

15h

DeepSeek Rushes to Launch new AI Model as China Goes All in

“If DeepSeek becomes the go-to AI model across Chinese state entities, Western regulators might see this as another reason to escalate restrictions on AI chips or software collaborations,” said ...

19hon 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 ...

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