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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 · 15h

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 stocks

Hosted on MSN · 31m

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 · 31m

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.

Reuters on MSN · 18h

AI stocks battered heading into make-or-break Nvidia earnings

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations. Technology stocks globally sold off this week after a TD Cowen analyst note said Microsoft has canceled leases for sizeable data center capacity in the U.

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 ...

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 ...

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 ...

43m

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 ...

Stock Market Today: Nasdaq Futures Rise Ahead of Nvidia's Earnings; Oil Price Falls

Follow along for live updates on stocks, bonds and other markets, including the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite.

1don MSN

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 Earnings Today: Wall Street Expects Blowout Numbers

The most anticipated report of the earnings season is just hours away, with Nvidia posting its fiscal fourth-quarter results ...

23hon 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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