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 .
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips.
Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...
Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.
Nvidia must meet its “normal exceed” of Wall Street expectations to keep its stock price elevated, said an analyst.
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 ...
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
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