Nvidia CEO Jensen Huang acknowledges the success of DeepSeek's R1 AI model and expresses optimism about Nvidia's future despite market impacts. Huang emphasizes long-term AI chip demand and investments from clients like Meta,

Nvidia (NASDAQ: NVDA) announced overwhelmingly positive fourth-quarter results last week. However, its shares sank the following day. Should investors be concerned? I don't think so. Sure, Nvidia's growth is slowing somewhat.

Nvidia ( NVDA) CEO Jensen Huang took to the company’s fourth quarter earnings call on Wednesday, looking to reaffirm the chip giant’s place in the AI trade — and calm Wall Street jitters around the technology’s future growth.

Nvidia faces more competition in inference compute.

Nvidia CEO Jensen Huang said the AI computing giant is just getting started after more than doubling revenue to $130.6 billion last year and making $11 billion from Blackwell GPUs in the fourth quarter alone.

Nvidia is leading the AI boom with its GPUs and revolutionary new H100 chips. Read about the company's history, leadership, and financials.

Collectively, Chinese AI startup DeepSeek wiped out $94 billion from the pockets of tech billionaires. Oracle's chief technology officer and billionaire Larry Ellison lost about $9 billion.

CEO Jensen Huang said the computing industry is at the early stages of an AI-driven transformation, predicting that reasoning AI and inference workloads could require exponentially more computing power in the coming years.

Nvidia (NVDA) CEO Jensen Huang took to the company’s fourth quarter ... specific applications. Google used its Tensor Processing Unit, which is an ASIC, to train its Gemini AI platform.