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Nvidia's H20 chip orders jump

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 · 23h

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 .

NBC News on MSN · 2h

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.

Cisco, NVIDIA and Ai

Bloomberg L.P. · 10h

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.

MarketWatch · 9h

Cisco and Nvidia to Partner on Data Center Systems

Cisco and Nvidia said they are partnering to make data center use simpler for customers looking to invest in artificial intelligence. The two companies said Tuesday the partnership will connect their individual networking structures to make it easier for the customers who work with them.

DPA International on MSN · 6h

Cisco expands partnership with Nvidia to deliver AI solutions

Cisco Systems on Tuesday announced an expanded partnership with US artificial intelligence chipmaker Nvidia to deliver advanced AI solutions for enterprises. The partnership will bring together networking portfolios,

Hosted on MSN1h

Nvidia earnings preview: Watching for DeepSeek AI fallout

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

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 ...

2hon MSN

Why Nvidia’s earnings are important to the entire U.S. stock market

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

Nvidia stock drops ahead of earnings as investors weigh potential Trump export rules, Blackwell delays

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.

10hon MSN

AI adoption could be a boon for more than just chip stocks

AI adoption isn't all about chip stocks. TheStreet Pro's Chris Versace breaks down the stocks you wouldn't expect to benefit ...

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 ...

5don MSN

Nvidia launching AI platform to make learning sign language easier

Imagine having a language tutor who was always on, available anytime to teach you new vocabulary or check up on your progress ...

Nvidia's AI Boom: Record-Breaking Earnings Could Send Stock Soaring

Wall Street expects Nvidia to crush earnings again, with AI demand fueling a historic surge--will the stock skyrocket next?

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