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.
The Economist7h
Nvidia is fighting off two threats
Joseph Moore of Morgan Stanley, an investment bank, reckons uncertainty over them will lead Nvidia to issue “conservative” revenue guidance for the year ahead. “We feel that there will be some ...
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 ...
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 ...
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 ...
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 ...
Nasdaq, S&P 500 fall as AI caution weighs on tech, Nvidia results in focus
The Nasdaq Composite fell more than 1% on Monday, with big technology stocks creating the biggest drag as investors worried ...
Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.
Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.