Nvida to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips. TD Cowen's Michael Elias said his team's finding points to "a potential oversupply position" for Microsoft. Shares of Nvidia fell 4% on Friday.
DeepSeek's emergence in late January loped nearly $600 billion from Nvidia's market value, the largest single-day move on ...
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Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence chip due to booming demand for DeepSeek's ...
Rivals are still digesting the implications of R1, which was built with less-powerful Nvidia chips but is competitive with ...
Nvidia’s earnings caps off a Magnificent 7 earnings season that has seen some big tech stocks suffer in the light of DeepSeek ...
A recent stumble, however, came after the Chinese startup DeepSeek unveiled a lower-cost AI model that was seen as a threat ...
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
Nvidia's stock decline due to DeepSeek's model release is an overreaction; Nvidia remains a strong BUY with significant long-term growth potential in AI.
Political and business leaders are rethinking AI—as not just a technology to regulate but as a force to accelerate. Medicine ...
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