Morning Bid: Nvidia results offer window into AI spending
A look at the day ahead in European and global markets from Rae Wee Quarterly earnings from AI darling Nvidia is Wednesday's ...
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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 ...
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 ...
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Nvidia’s H20 chip orders surge as Chinese companies embrace DeepSeek’s AI models
Chinese companies are reportedly increasing their orders for Nvidia's H20 AI chips due to increased demand for low-cost AI ...
Nvidia gets a boost from China’s DeepSeek ahead of earnings
Nvidia’s H20 chips are in high demand in China—indicating that DeepSeek's more efficient AI doesn’t mean lower chip demand.
Nvidia's AI Empire Faces Its Toughest Battle
Nvidia anticipates $38.16B Q4 revenue, but AI demand slowdown, pricing pressures, and export restrictions are key. Click to ...
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 ...
DeepSeek’s AI models drive surging orders for Nvidia H20 chips in China, sources say
Tencent, Alibaba and ByteDance are said to have significantly increased orders of the H20 since DeepSeek gained global ...
How DeepSeek's innovation may have signalled ‘growth’ for Nvidia in China
Chinese tech giants like Tencent, Alibaba, and ByteDance are heavily increasing orders for Nvidia's H20 AI chip due to rising ...
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How DeepSeek became a lifeline for NVIDIA's chips in China
Despite Chinese chipmakers like Huawei developing their own AI processors, NVIDIA's H20 continues to set the industry ...
Nvidia (NVDA) Is About to Report Its Earnings Today. Here Is What to Expect
AI giant Nvidia (NVDA) is set to release its Q4 FY25 results today. NVDA stock has gained about 65% over the past year, ...
DeepSeek’s AI Models Fuel China’s Demand for H20 Chips
Leading Chinese tech firms such as Tencent, Alibaba, and ByteDance have ramped up their purchases of Nvidia’s H20 AI chip. This processor, specifically designed to comply with U.S. regulations that ...