Nvidia is set to address investor concerns about its violent reaction to DeepSeek, a Chinese startup’s open-source reasoning model that sparked market panic. The chip giant will report earnings on Wednesday, its first since DeepSeek’s AI was released.
Data center revenue is expected to rise, driven by announcements from major customers such as Meta and Amazon. Nvidia needs to show investors that its promise of AI isn’t overhyped, despite the loss of $600 billion in market capitalization.
Analysts predict strong sales numbers for Nvidia’s Blackwell chip series, which has struggled with manufacturing issues. The company’s growth in inference demand would be a proof point for its theory of investor error surrounding DeepSeek.
Nvidia will also face scrutiny over its approach to China, as President Donald Trump threatens to upend business relations with the country. Investors will look for signals on the company’s policy and how it plans to navigate these challenges.
CEO Jensen Huang will need to reassure investors that the party is nowhere near over and that Nvidia remains fundamental to the AI story.
Source: https://www.businessinsider.com/deepseek-impact-nvidia-investors-call-2025-2