During the latest earnings call, Nvidia CEO Jensen Huang reiterated his bullish outlook for the company, dismissing concerns that DeepSeek’s R1 reasoning model might undercut Nvidia’s sales.
Despite last month’s record drop in Nvidia’s stock—triggered by speculation that DeepSeek’s model required far fewer chips to train—Huang emphasized that such innovations only increase overall demand for compute.
“Reasoning models can consume 100 times more compute, and future reasoning models will consume much more compute,” Huang said, adding that DeepSeek R1 has “ignited global enthusiasm” and is being widely adopted by AI developers. He described the innovation as “excellent” and a positive signal for the entire AI industry, which relies on significant computational power—a core strength of Nvidia’s product portfolio.
Nvidia reported another record-breaking quarter, with total revenue reaching $39.3 billion—exceeding both its internal projections and Wall Street estimates. The company also provided guidance for the upcoming quarter, expecting revenue to climb to approximately $43 billion. Data center sales have been particularly robust, with figures nearly doubling in 2024 to $115 billion and showing a 16% increase compared to the previous quarter.
Huang highlighted the success of Nvidia’s latest Blackwell chip, which has been custom-built for reasoning applications. “Current demand for Blackwell is extraordinary,” he said. “We will grow strongly in 2025.”
This robust performance comes at a time when the market for AI chips shows no signs of slowing. Industry giants Meta, Google, and Amazon have recently unveiled massive AI infrastructure investments, collectively committing hundreds of billions of dollars over the coming years.
Despite the market turbulence sparked by DeepSeek’s debut, Nvidia’s earnings underscore the company’s pivotal role in powering next-generation AI applications. As AI models continue to require exponentially more compute power, Nvidia appears well-positioned to capitalize on the expanding global demand.
Nvidia’s new Blackwell chips are twice as fast as their predecessors in training massive AI models, cutting chip use and time dramatically, new benchmarks reveal.
Nvidia topped first-quarter earnings expectations but cut its second-quarter outlook, citing an $8 billion blow from tighter U.S. export rules on AI chips to China.
Nvidia plans to roll out a lower-cost AI chip tailored for China based on its new Blackwell architecture, aiming to preserve its foothold in a shrinking but still critical market amid intensifying U.S. export restrictions.
The U.S. government's decision in April 2025 to impose stricter export controls on advanced semiconductors has delivered a significant blow to Nvidia, compelling the company to obtain licenses for sales of its H20 AI chips to China—one of its largest and most strategically important markets.
Nvidia (NASDAQ: NVDA) announced a significant move to expand its influence in AI hardware on Monday, revealing plans to sell its NVLink Fusion technology to other chipmakers, enabling faster communication between artificial intelligence (AI) chips.
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Meta and Russian search engine Yandex have been secretly tracking what Android users do on their web browsers—even when users are in private or incognito mode—according to experts from Radboud University and IMDEA Networks.
A major Japanese battery maker has stopped construction on a $1.6 billion plant in South Carolina, citing “policy and market uncertainty” tied to electric vehicles and global trade.
Germany’s new government has launched a major program aimed at boosting investment and helping Europe’s largest economy recover after two years of decline.
]The third annual AI Film Festival opened Thursday night in New York, offering a glimpse into what artificial intelligence can now do on the big screen.
As peace talks progress, voices from Yerevan, Tbilisi, and Baku reveal hopes, concerns, and expectations for a future shaped by trade, trust, and generational change in the South Caucasus.
A bridge collapse in the Vygonichsky district of Russia’s Bryansk region, near the Ukrainian border, caused a train derailment and a traffic accident early Sunday, killing at least seven people and leaving 30 injured, according to emergency services.
Ukraine’s Security Service (SBU) has confirmed it carried out a third targeted attack against the Crimean Bridge, also known as the Kerch Bridge, early Tuesday morning, marking a new escalation in the ongoing conflict with Russia.
A strong 6.3 magnitude earthquake shook Japan’s Hokkaido prefecture early Monday, causing no reported injuries or damage, and no tsunami warning was issued, officials confirmed.
Peace talks between Russia and Ukraine ended abruptly in Istanbul on Monday, lasting just over an hour amid mounting tensions following a major Ukrainian drone strike on Russian strategic bombers and renewed pressure from the U.S. for a breakthrough.
Meta and Russian search engine Yandex have been secretly tracking what Android users do on their web browsers—even when users are in private or incognito mode—according to experts from Radboud University and IMDEA Networks.
A major Japanese battery maker has stopped construction on a $1.6 billion plant in South Carolina, citing “policy and market uncertainty” tied to electric vehicles and global trade.
A groundbreaking discovery about the mysterious Oort cloud, the outermost region of our solar system, has emerged from the creation of the American Museum of Natural History's new Hayden Planetarium show, "Encounters in the Milky Way."
China has successfully launched a new set of low Earth orbit satellites, continuing its ongoing space deployment efforts, according to state media.
Scientists have identified a long-lost group of hunter-gatherers who vanished from Colombia’s highlands 2,000 years ago, reshaping our understanding of ancient human migrations in South America.
David Beckham is set to receive a knighthood in the upcoming king’s birthday honours list, recognising his outstanding contributions to football and his charitable work.
Meta and Russian search engine Yandex have been secretly tracking what Android users do on their web browsers—even when users are in private or incognito mode—according to experts from Radboud University and IMDEA Networks.
A major Japanese battery maker has stopped construction on a $1.6 billion plant in South Carolina, citing “policy and market uncertainty” tied to electric vehicles and global trade.
Germany’s new government has launched a major program aimed at boosting investment and helping Europe’s largest economy recover after two years of decline.
]The third annual AI Film Festival opened Thursday night in New York, offering a glimpse into what artificial intelligence can now do on the big screen.
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