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 .
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 Trump administration is looking to further crack down on chip exports to China as the artificial intelligence race heats up.
The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia's chips.
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
Investor's Business Daily on MSN4h
Nvidia Investor Worries Mount Ahead Of AI Chipmaker's Q4 ReportNvidia stock is facing a wall of worry ahead of the AI chipmaker's fiscal fourth-quarter report, due out late Wednesday.
Nvidia (NVDA) is sinking 3% after Bloomberg reported that the U.S. government is looking to tighten the restrictions on AI ...
With the Hopper and Blackwell GPU architectures, Nvidia sits on the fault line between superpower geopolitics and a historic ...
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