Nvidia investors will be watching for any clues on how the DeepSeek surprise is reshaping the AI chip giant's trajectory when ...

“If DeepSeek becomes the go-to AI model across Chinese state entities, Western regulators might see this as another reason to escalate restrictions on AI chips or software collaborations,” said ...

Nvidia Corp.'s stock still looks good to many Wall Street analysts ahead of the artificial-intelligence chip maker's earnings Wednesday, even though the company isn't expected to report the same level ...

Alibaba, ByteDance, and Tencent are driving demand for NVIDIA H20 chips, fueling China’s AI boom despite U.S. export ...

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

For the past two years, artificial intelligence has fueled an extraordinary bull run in the stock market, with large language ...

What happens with Nvidia matters for the entire U.S. stock market. The chip company has grown into the second-largest company ...

In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few ...

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 ...

Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.

Nvidia stock has dropped over 9% in the days leading up to its highly anticipated earnings report set for Wednesday, with tariff and chip delay reports swirling around the AI leader.

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