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Watching for DeepSeek AI Fallout

Hosted on MSN · 2h

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 it reports earnings Wednesday afternoon. Why it matters: China-based DeepSeek's new AI model turned heads earlier this year with its stunning efficiency,

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.

NBC News on MSN · 3h

Nvidia 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.

Cisco, NVIDIA and Ai

Bloomberg L.P. · 12h

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 networking-gear maker Cisco Systems Inc. in a push aimed at making it easier for corporations to deploy AI systems.

MarketWatch · 11h

Cisco and Nvidia to Partner on Data Center Systems

Cisco and Nvidia said they are partnering to make data center use simpler for customers looking to invest in artificial intelligence. The two companies said Tuesday the partnership will connect their individual networking structures to make it easier for the customers who work with them.

SiliconANGLE · 19m

Cisco expands partnership with Nvidia to drive enterprise AI adoption

This five-year expansion is aimed at bringing flexibility to customers to meet the constantly changing demands that AI brings. Cisco said it will work with Nvidia to create a cross-portfolio unified architecture to make building AI-ready data center networks easier.

1hon MSN

Why Nvidia Is the King of AI Chips, and Can It Last?

The blistering share rally that for a time made Nvidia Corp. the world’s most valuable company has stalled. Investors have ...

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 ...

6h

Nvidia Falls amid Blackwell Delays and Potential Export Rules

Nvidia’s (NVDA) stock price continued to drop on Tuesday due to reports of potential delays in the production of its AI ...

9h

Nvidia's AI Empire Faces Its Toughest Battle

Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...

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 ...

20mon MSN

Why Nvidia's earnings are important to the entire US stock market

Nvidia has led the artificial intelligence boom to become one of the stock market’s biggest companies, as tech giants ...

Investor's Business Daily on MSN3h

Nvidia Investor Worries Mount Ahead Of AI Chipmaker's Q4 Report

Nvidia stock is facing a wall of worry ahead of the AI chipmaker's fiscal fourth-quarter report, due out late Wednesday.

12hon MSN

Top analyst revisits Nvidia stock price target amid DeepSeek questions

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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