Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips. TD Cowen's Michael Elias said his team's finding points to "a potential oversupply position" for Microsoft. Shares of Nvidia fell 4% on Friday.
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Some of Europe's most popular AI-linked stocks fell for a second day on Tuesday, after an analyst note late last week that ...
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 ...
The broad goal is to prevent China from further developing a domestic semiconductor industry that could boost its AI and ...
The U.S. stock market faces uncertainty due to potential stricter trade controls on chip exports to China. Nvidia's impending ...
China’s underwater AI push sees 400 servers deployed beneath the sea, with plans for 40,000 more in years ahead.
Chinese artificial intelligence startup DeepSeek is accelerating the launch of its latest AI model, R2, after its initial ...
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
Nvidia (NVDA) is sinking 3% after Bloomberg reported that the U.S. government is looking to tighten the restrictions on AI ...
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