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Nvidia's H20 chip orders jump

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, AI and U.S. stock market

Hosted on MSN · 4h

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.

The Washington Post · 1d

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

Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants continue to spend heavily on the company’s chips and data centers needed to train

MarketWatch · 1h

Nvidia earnings: What to expect from results, as AI stocks have stalled out

Nvidia reports fiscal fourth-quarter results after Wednesday's closing bell. Investors will be focused on early sales of the company's new Blackwell line.

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.

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 ...

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 ...

devdiscourse4h

Nvidia: The AI Chip Titan at a Crossroads

Nvidia's results may signal a turning point for AI stocks amid cautious data center spending. Despite recent declines, Nvidia ...

Nasdaq 100: Chip Stocks Rally as Nvidia Earnings Loom—Can AI Drive Market Gains?

Nasdaq rallies as chip stocks surge ahead of Nvidia earnings. Can AI demand boost tech stocks today? Read our full market ...

52m

Stock Market Today: Nasdaq, S&P 500 Rise Ahead of Nvidia's Earnings; Tech Rallies

Nvidia will report its fourth-quarter earnings after the market closes today. Follow along for live updates on stocks, bonds and other markets, including the Dow Jones Industrial Average, S&P 500 and ...

2hon MSN

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 ...

Should You Forget Nvidia and Buy 2 Artificial Intelligence (AI) Stocks Instead?

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