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Nvidia, DeepSeek

NBC News on MSN · 8h

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.

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.

Business Insider · 1h

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, primarily due to the

GPU, Razer and NVIDIA

Nvidia confirms rare GeForce RTX 50-series GPU issue

“We have identified a rare issue affecting less than 0.5% (half a percent) of GeForce RTX 5090 / 5090D and 5070 Ti GPUs, which have one fewer ROP than specified," an Nvidia representative told Tom's Hardware Saturday. "The average graphical performance impact is 4%, with no impact on AI and Compute workloads.”

The Verge on MSN · 4h

Razer’s new Blade 18 offers Nvidia RTX 50-series GPUs and a dual mode display

It’s up for preorder along with many laptops from other manufacturers, all sporting new mobile GPUs from Nvidia.

Preorder the New 2025 Razer Blade Gaming Laptops with RTX 50 Series GPU

Razer Blade laptops are well known for their impeccable build quality. The chassis is built from a single piece of aluminum and is designed to be exceptionally thin and light for a gaming laptop. In order to get away with the svelte form factor,

5hon 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 ...

13hon MSN

Nvidia Stock Dips Ahead Of AI Giant’s ‘Massive' Earnings Report—Here’s What To Expect

Long a Wall Street favorite, Nvidia has not outperformed the broader market recently, falling 3% over the last six months, ...

13h

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 ...

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 ...

Network World10h

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, ...

Business Wire1h

Ubitus Secures Investment from UTokyo IPC to Advance GPU Data Center Expansion in Japan

Ubitus K.K., leveraging its strengths in the GPU server business, has received an investment from AOI Fund 1, managed by ...

2h

Wall Street eyes 'growing pains' in Nvidia earnings but all eyes are on a bullish 2nd half for its next-gen chip

Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of ...

6hon MSN

The shape of things to come? Nvidia's super fast 800GBps SuperNIC card spied and this Connect X-8 AIB vaguely resembles a GPU

NVIDIA unveils GPU-like ConnectX-8 SuperNIC which requires advanced PCIe Gen6 connectivity and features 800Gbps throughput.

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