Nvidia faces more competition in inference compute.

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.

The biggest headline was the commentary provided by Jensen Huang during the call with analysts with respect to the release of DeepSeek late last month. While many investors hit the panic button, the chief executive explained that developments of this nature would increase demand for Nvidia's processors, not reduce it.

Nvidia CEO Jensen Huang has addressed a selloff that wiped nearly $600 billion from his company’s market value—and caused his personal wealth to plummet.

Huang, the founder and CEO of Nvidia, said he thinks the release of DeepSeek's open source model is "incredibly exciting."

The poster child of Wall Street's artificial intelligence craze reported better-than-expected results amid rising investor uncertainty about the the economics of AI.

Nvidia’s latest generation Blackwell GPU sales are off to a good start. “Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,

Nvidia forecast higher first-quarter revenue on Wednesday, signaling continued strong demand for artificial intelligence chips, and said orders for its new Blackwell semiconductors were “amazing.” The company’s forecast helps allay doubts around a slowdown in spending on its hardware that emerged last month,