Nvidia stock is facing a wall of worry ahead of the AI chipmaker's fiscal fourth-quarter report, due out late Wednesday.

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

According to analysts at TD Cowen, Microsoft has canceled data center leases amounting to several hundred megawatts. Moreover, over a gigawatt of agreements have been allowed to expire. The company ...

Chinese companies are ramping up orders for Nvidia's H20 artificial intelligence (AI) chip due to booming demand for DeepSeek's low-cost AI models, six people familiar with the matter said.

Watch for Arista Networks to bottom near the high $80s, setting up for a potential rally in 2025 with a sentiment reset and ...

Despite losing $600 billion in value on January 27, Nvidia stock remains popular among individual investors. But there are ...

DeepSeek has reopened access to its core programming interface after nearly a three-week suspension caused by capacity ...

Rivals are still digesting the implications of R1, which was built with less-powerful Nvidia chips but is competitive with ...

Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.

Tech companies are also currently seeking alternatives to Nvidia, and many startups are positioning themselves as competitors ...