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Nvidia, AI and DeepSeek

TheStreet on MSN · 4h

DeepSeek selloff shows AI's future might not need Nvidia

Nvidia (NVDA) stock took a hit earlier this year after Chinese startup DeepSeek unveiled a low-cost AI chatbot, threatening its dominance. Kim Forrest, Chief Investment Officer, Bokeh Capital Partners,

Hosted on MSN · 1d

Nvidia says AI chip sales strong despite DeepSeek fears

Nvidia, the chip giant at the heart of the artificial intelligence (AI) boom, said business remained strong, despite fears of a bubble stirred by the launch of Chinese AI firm DeepSeek's launch on the scene last month.

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.

Nvidia, Q4 and quarterly earnings

EconoTimes · 7h

Nvidia Stock Drops 8.5% Despite Strong Q4 Earnings and AI Outlook

Nvidia (NASDAQ: NVDA) shares tumbled 8.5% Thursday, closing at $120.15, despite reporting better-than-expected Q4 earnings and revenue guidance. The drop, Nvidias largest since January, was driven by profit-taking

Axios on MSN · 1d

Nvidia Q4 earnings report tops expectations

Nvidia beat expectations on quarterly revenue and earnings Wednesday afternoon as investors watch closely for clues on how the company is weathering the emergence of a powerful new Chinese AI model. Why it matters: Nvidia has become a proxy for the health of the AI economy.

Euronews on MSN · 1d

Nvidia earnings beat expectations and signal strong AI chip demands

Nvidia’s quarterly earnings surpassed analysts' expectations, signalling artificial intelligence demands remained strong. However, the company’s revenue growth slowed due to the base effect. View on e

Foreign Affairs13h

The Real Threat of Chinese AI

In the two months since a little-known Chinese company called DeepSeek released a powerful new open-source AI model, the ...

3d

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 ...

Network World3h

Singapore arrests three in AI chip fraud case amid US crackdown on exports

The case raises concerns over AI chip smuggling, while Microsoft warns US restrictions could backfire, benefiting China.

3hon MSN

Singapore charges three with fraud in cases reportedly linked to smuggling of Nvidia chips to China

Officials in Washington are reportedly scrutinizing chip shipments to Singapore following the recent success of Chinese ...

1d

Nvidia CEO says AI models like DeepSeek's R1 need 100 times more compute

Nvidia faces more competition in inference compute.

cryptopolitan2d

Nvidia’s H20 chip orders surge as Chinese companies embrace DeepSeek’s AI models

Chinese companies are reportedly increasing their orders for Nvidia's H20 AI chips due to increased demand for low-cost AI ...

1d

Nvidia: AI boom not dead yet

Nvidia's outlook for gross margin in the current quarter was slightly lower than expected, though, as the company's Blackwell ...

1d

Nvidia Earnings Live: Results Top Expectations on Booming Demand for AI; CEO Huang Says DeepSeek 'Ignited Global Enthusiasm'

The poster child of Wall Street's artificial intelligence craze reported better-than-expected results amid rising investor ...

4hon MSN

Nvidia says America’s trade war with China is hurting revenue, warning Trump’s tariffs have added a big ‘unknown’ to its future outlook

“Our view is ultimately the bark will be worse than the bite with China tariffs/export controls and this is all a game of ...

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