Nvidia's upcoming earnings report provides a critical opportunity for the company to address investor concerns following a sharp decline in market capitalization due to the emergence of DeepSeek's competitive AI model, R1. Analysts expect continued revenue growth in Nvidia's data center division, fueled by major investments from companies like Stargate, Meta, and Amazon. CEO Jensen Huang aims to clarify misconceptions surrounding DeepSeek's impact and bolster investor confidence in Nvidia's ongoing leadership in the AI sector. Key areas of focus include data center revenue and the demand for inference capabilities in AI applications.
'DeepSeek's remarkable feat has shaken the industry's assumptions about how much capital or GPU chips a company needs to stay ahead of the competition.'
'CEO Jensen Huang will need to show investors the party is nowhere near over and that the promise of AI isn't overhyped.'
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