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Nvidia’s H20 AI Chip in High 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.

Reuters · 1d

Nvidia's earnings to be a test of AI chip demand as DeepSeek sows spending doubts

The world's second most valuable company has been the top beneficiary of an AI-driven spending spree by big technology companies over the past two years.

heise online · 1h

Report: Chinese companies order more H20 chips from Nvidia for DeepSeek

Alibaba, ByteDance, Tencent & Co. will likely order far more AI chips from Nvidia than before. This is likely due to the integration of AI models from DeepSeek.

Nvidia, U.S. stock market

Hosted on MSN · 15h

Nvidia Stock Slumps Ahead of Earnings. The AI Trade Is Suffering.

Nvidia stock was slumping Tuesday following a report about harsher curbs on chip sales to China ahead of a make-or-break quarterly earnings report. Shares of the semiconductor maker were down 2.7% to $126.

The Washington Post · 23h

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 on MSN · 10h

Why Nvidia’s stock looks good to these analysts despite earnings jitters

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 of revenue beat as it has done in the past few quarters.

Ai, Cisco and NVIDIA

Bloomberg L.P. · 19h

Nvidia, Cisco Extend Partnership Aimed at Speeding AI Adoption

Nvidia Corp., the top provider of chips used in new artificial intelligence computers, is extending a partnership with networking-gear maker Cisco Systems Inc. in a push aimed at making it easier for corporations to deploy AI systems.

SiliconANGLE · 7h

Cisco expands partnership with Nvidia to drive enterprise AI adoption

This five-year expansion is aimed at bringing flexibility to customers to meet the constantly changing demands that AI brings. Cisco said it will work with Nvidia to create a cross-portfolio unified architecture to make building AI-ready data center networks easier.

Network World · 12h

Cisco, Nvidia expand AI partnership to include Silicon One technology

Nvidia will couple Cisco Silicon One technology with Nvidia SuperNICs as part of its Spectrum-X Ethernet networking platform, and Cisco will build systems that combine Nvidia Spectrum silicon with Cisco OS software.

8hon MSN

Why Nvidia Is the King of AI Chips, and Can It Last?

The blistering share rally that for a time made Nvidia Corp. the world’s most valuable company has stalled. Investors have ...

42m

Nvidia Earnings Today: Wall Street Expects Blowout Numbers

The most anticipated report of the earnings season is just hours away, with Nvidia posting its fiscal fourth-quarter results ...

1don MSN

Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact

Its market cap dropped by $600 billion in one day. The chip giant is set to respond on this week's investor call.

17h

Trump wants tighter AI chip export restrictions but may face staffing shortage and other issues

Trump's administration believes restrictions on AI processors exports are not strict enough for close allies, also plans to ...

2don MSN

4 No-Brainer AI Chip Stocks to Buy Right Now

In addition, the stock is attractively priced, trading at a forward price-to-earnings (P/E) ratio of 25 times 2025 analysts' ...

1don MSN

Is Nvidia's dominance in AI hardware under threat?

Nvidias AI dominance faces a crucial test as its upcoming earnings report will reveal market confidence and the future of AI ...

2don MSN

The ‘next important test for AI bulls’ happens this week with Nvidia’s earnings

And those questions have arrived as investors reckon with the prospect of slower growth from the company and other Big Tech ...

Wall St Week Ahead Nvidia to offer AI trades reality check

Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...

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