From CNBC: 2025-02-25 08:05:57

Nvidia is set to release Q4 financial results, with estimated $38 billion in sales, a 72% increase from last year. Stock has surged 478% in 2 years, but has stalled lately as investors worry about customer spending. Microsoft is projected to lead in spending for Nvidia’s AI chips, causing stock fluctuations.

Concerns arise about Microsoft’s spending plans impacting Nvidia’s market. Microsoft reassures with a commitment to spend $80 billion on infrastructure by 2025. Nvidia faces competition from AMD and self-developed AI chips by hyperscalers, despite holding majority market share for advanced AI chips.

Chinese startup DeepSeek introduces efficient AI model, causing Nvidia stock to drop. CEO Jensen Huang to address need for increased GPU capacity for AI. Huang emphasizes “scaling law” for AI model improvement, suggesting more GPUs are needed for AI inference to generate data for reasoning.



Read more at CNBC:: Nvida to report earnings amid infrastructure spending, DeepSeek concerns