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Nvidia's H20 chip orders jump

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 .

Business Insider · 12h

Nvidia’s (NVDA) H20 Chips See Massive Demand from China on DeepSeek’s Rise

Semiconductor major Nvidia (NVDA) is seeing massive demand for its H20 artificial intelligence (AI) chips from Chinese companies on the rising

Benzinga on MSN · 5h

Nvidia Sees Rush For H20 AI Chip Orders As DeepSeek Disrupts AI Market— Tencent, Alibaba, ByteDance Fuel Demand Surge

Chinese tech giants Tencent, Alibaba, and ByteDance have significantly increased orders for Nvidia's H20 AI chips, as the rise of DeepSeek's low-cost AI models drives a surge in demand for AI computing power.

NVIDIA stock drops ahead of earnings

Barron's on MSN · 3h

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.

Santa Rosa Press Democrat · 1h

Why Nvidia's earnings are important to the entire US 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 and operate their AI systems.

Reuters on MSN · 1h

AI stocks battered heading into make-or-break Nvidia earnings

Artificial intelligence-linked shares fell on Tuesday, in lead-up to AI bellwether Nvidia's quarterly earnings, which could offer clarity on demand and justify the sector's lofty valuations. Technology stocks globally sold off this week after a TD Cowen analyst note said Microsoft has canceled leases for sizeable data center capacity in the U.

Ai, Cisco and NVIDIA

Bloomberg L.P. · 6h

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.

DPA International on MSN · 2h

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,

Seeking Alpha on MSN · 6h

Nvidia, Cisco expand collaboration to provide AI solutions to businesses

Cisco (NASDAQ:CSCO) is planning to expand a partnership with Nvidia (NASDAQ:NVDA) to provide AI technology solutions to enterprises. The companies said the Nvidia Spectrum-X Ethernet networking platform based on Cisco and Nvidia silicon will form the foundation for many enterprise AI workloads.

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 ...

24/7 Wall St. on MSN1m

1 Stock-Split AI Stock to Buy Before It Soars 500%, According to a Wall Street Expert

Nvidia (NASDAQ:NVDA) has been the most influential stock in the market. I don’t think that’s a controversial statement. The ...

57m

Nvidia Falls amid Blackwell Delays and Potential Export Rules

Nvidia’s (NVDA) stock price continued to drop on Tuesday due to reports of potential delays in the production of its AI ...

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 ...

1hon MSN

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.

27m

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.

22hon 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.

6hon 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 ...

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