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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 · 17h

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

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.

MarketWatch · 2h

Nvidia earnings: Results will set the tone, with AI stocks under pressure

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.

devdiscourse · 31m

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. Despite potential selloffs, Nvidia's exceptional performance remains pivotal,

Nvidia, DeepSeek

Reuters · 2d

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.

Fortune on MSN · 22h

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.

Forbes on MSN · 39m

Here’s What To Expect From Nvidia’s ‘Massive’ Earnings Report

Long a Wall Street favorite, Nvidia stock has struggled recently, falling 3% over the last six months, worse than the S&P 500’s 7% return.

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

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer.

devdiscourse2h

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 ...

24m

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 Results to Take Temperature of AI Boom

As the big numbers approach from Nvidia Wednesday afternoon, here's what is top of mind for investors and analysts. Next-generation chips Nvidia is rolling out a new generation of AI chips, codenamed ...

Is the Party Over for Nvidia on Feb. 26? One Figure Provides a Clear Answer.

This operating performance figure (not sales or earnings per share) will tell the tale of whether or not Nvidia's parabolic ...

Nvidia, Cisco Extend Partnership Aimed at Speeding AI Adoption

Nvidia Corp., the top provider of chips used in new artificial intelligence computers, is extending a partnership with ...

1don MSN

AI adoption could be a boon for more than just chip stocks

AI adoption isn't all about chip stocks. TheStreet Pro's Chris Versace breaks down the stocks you wouldn't expect to benefit ...

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