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Nvidia’s H20 AI Chip in High Demand

Hosted on MSN · 18h

Nvidia gets a boost from China’s DeepSeek ahead of earnings

Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.

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.

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, Wall Street

Business Insider · 1h

Nvidia earnings live updates: Wall Street watching chip demand and guidance around DeepSeek

Nvidia's earnings call is today at 5 pm ET. NVDA stock heads into the report down 6% YTD. Analysts are monitoring guidance around DeepSeek.

U.S. News & World Report · 1h

Wall Street Is Anxiously Watching Nvidia Earnings Again. What to Know, by the Numbers

Wall Street is once again fixated on Nvidia, as the main player in the artificial intelligence mania is set to report earnings after the bell Wednesday and give an update on demand for its semiconductors,

Nvidia’s shaken aura of invincibility is set for an earnings test

"I'm not overly optimistic this will be the kind of report we’ve seen a lot from Nvidia ... That could lead to a massive selloff.”

DeepSeek rushes to launch new AI model

DeepSeek rushes to launch new AI model as China goes all in

The Chinese startup is accelerating the launch of the successor to its cut-price AI reasoning model that outperformed many Western competitors.

CNN on MSN · 13h

China shook up AI with DeepSeek. Now it’s doing the same with medicine

China’s DeepSeek shocked the world by delivering unexpected innovation at an unbelievable price in January. But this disruptive trend isn’t confined to Big Tech: It has been quietly happening in the pharmaceutical sector.

DeepSeek is rushing to get its next-gen R2 model out sooner than expected

A new report suggests DeepSeek is trying to rush its next-gen R2 model out as quickly as possible after the success of R1.

2hon MSN

Nvidia Stock Dips Ahead Of AI Giant’s ‘Massive' Earnings Report—Here’s What To Expect

Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...

2h

We finally know the secret sauce behind DeepSeek’s AI breakthroughs that shocked the world

DeepSeek is rushing to release a big AI upgrade, with the R2 model set to be released in May: Here's why the AI firm might be ...

14m

Why subdued results from Nvidia could trigger further stock rotation to non-tech sectors

Investors on Wednesday were eagerly awaiting the release of Nvidia Corp.’s earnings report — a pivotal moment for the stock market after the emergence of China-based startup DeepSeek upended Wall ...

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