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

AI’s shift to reasoning models like DeepSeek is pushing compute demand to unprecedented levels, says NVIDIA CEO Jensen Huang. Blackwell chips are designed to

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,