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NVIDIA gets a boost from China's DeepSeek

Hosted on MSN · 19h

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.

DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say

Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global attention.

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 · 14h

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.

NVIDIA earnings are tomorrow. Here's what to expect

Forbes on MSN · 4h

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, worse than the S&P 500’s 7% return.

The Washington Post · 1d

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 continue to spend heavily on the company’s chips and data centers needed to train

MarketWatch · 2h

Nvidia earnings: What to expect from results, as AI stocks have stalled out

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.

2h

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 ...

3h

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 ...

Kamil Anwar on MSN7h

China’s Huawei to Double Ascend 910C AI Chip Yield, Amid NVIDIA Ban

Huawei's in-house AI chip, the Ascend 910C will reportedly see an increase in production numbers this year. The NVIDIA Hopper ...

1h

Nvidia Earnings Today: AI Chip Demand And Dow Jones Impact

Nvidia is expected to announce strong Q4 2024 earnings, driven by high demand for GPUs in data centers and AI applications.

2h

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 ...

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