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Nvidia’s H20 AI Chip in High Demand

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.

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 companies over the past two years.

NBC News on MSN · 3h

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.

Ai, Cisco and NVIDIA

Bloomberg L.P. · 11h

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.

Network World · 4h

Cisco, Nvidia expand AI partnership to include Silicon One technology

Nvidia will couple Cisco Silicon One technology with Nvidia SuperNICs as part of its Spectrum-X Ethernet networking platform, and Cisco will build systems that combine Nvidia Spectrum silicon with Cisco OS software.

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,

28mon MSN

Why Nvidia Is the King of AI Chips, and Can It Last?

The blistering share rally that for a time made Nvidia Corp. the world’s most valuable company has stalled. Investors have ...

2don MSN

4 No-Brainer AI Chip Stocks to Buy Right Now

In addition, the stock is attractively priced, trading at a forward price-to-earnings (P/E) ratio of 25 times 2025 analysts' ...

8h

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 ...

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 ...

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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.

1hon 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 ...

11hon 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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