Nvidia, DeepSeek and Jensen Huang

Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
DeepSeek majorly impacted Nvidia last month: its market cap dropped by $600B in one day. The chip giant will respond on this week's investors' call."
Nvidia CEO Jensen Huang Addresses DeepSeek Stock Sell-Off and AI Market Concerns
Built on less potent CPUs and with less expenditure than rival Western models, the finding raised questions about the need for massive artificial intelligence infrastructure investments, hence underlining pressure on Nvidia shares.
Nvidia CEO Jensen Huang says market got it wrong about DeepSeek’s impact
Nvidia founder and CEO Jensen Huang said the market got it wrong when it comes to DeepSeek’s technological advancements and its potential to negatively impact the chipmaker’s business. Instead, Huang called DeepSeek’s R1 open source reasoning model “incredibly exciting” while speaking with Alex Bouzari,
Nvidia CEO Jensen Huang directly addresses the DeepSeek stock sell-off, saying investors got it wrong
DeepSeek is an exciting development and not a threat to compute demand, Nvidia CEO Jensen Huang said in an interview that aired Thursday.
After $600 billion Nvidia wipeout and losing nearly 20% of his personal net worth during DeepSeek rout, Jensen Huang hits back, says investors 'Got it wrong on selloff'
Nvidia CEO Jensen Huang addressed concerns after a significant market drop due to the launch of DeepSeek's R1 AI model, which triggered fears of reduced demand for Nvidia’s chips. Huang claimed that advanced AI models still depend heavily on Nvidia’s computing power,
Nvidia CEO Jensen Huang on the crash that cost the company $600 billion: Market ‘misunderstood’ China's DeepSeek AI and …
Nvidia CEO Jensen Huang addressed investor concerns after a $600 billion market value drop, clarifying that the market misunderstood the implications of DeepSeek's new AI model. Huang emphasized that the demand for powerful computing in AI development remains strong,
What Nvidia CEO Jensen Huang thinks about DeepSeek
Nvidia (NVDA) chief executive Jensen Huang doesn’t have hard feelings for Chinese artificial intelligence startup DeepSeek.

Oppenheimer Bangs the Drum on NVIDIA Stock

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.
DeepSeek: Everything you need to know about the AI chatbot app
DeepSeek has gone viral. Chinese AI lab DeepSeek broke into the mainstream consciousness this week after its chatbot app rose ...
Wall St Week Ahead Nvidia to offer AI trades reality check
Nvidia's profit report next week could steer the U.S. stock market's course, as investors seek confirmation that the ...
DeepSeek Did Nvidia a Favor
Nvidia has big year ahead, but the selloff might set a better stage for its chip product transition.
Why DeepSeek Disruption Cannot Derail Nvidia’s (NVDA) Stock Surge
Graphics processing powerhouse Nvidia (NVDA) has delivered an astounding 1,780% return over the past five years, making it a ...
Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report
The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the ...
Stock market struggles to recoup last week's loss. Nvidia results and inflation data ahead
US stocks couldn't hold opening gains amid ongoing inflation and economic worries. Nvidia earnings and inflation data are due later this week.
Nvidia’s AI empire under siege? Earnings report to reveal market confidence, tech giants’ investments, and the future of AI chip demand
Nvidia’s AI dominance faces a crucial test as its upcoming earnings report will reveal market confidence and the future of AI ...