Nvidia to report earnings amid infrastructure spending, DeepSeek concerns
This is particularly concerning in the wake of recent breakthroughs in AI out of China that suggested billions of dollars of Nvidia GPUs aren't needed to train and use cutting-edge AI. Nvidia is scheduled to report fourth-quarter financial results on Wednesday after the bell.
Wedbush said that based on its channel checks, a single AI enterprise deployment has not slowed or changed because of DeepSeek.
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