AXIOS February 26, 2025
Every quarter since ChatGPT’s debut, Nvidia’s earnings release has tied a knot in Silicon Valley’s gut as investors wait for the numbers that will prolong the AI boom — or end it.
Why it matters: It’s risky when any industry hangs so much of its hopes on one company’s results, and Nvidia’s enviable record of beating expectations means the slightest faltering could trigger a rout.
Driving the news: Today, markets await the chipmaker’s first report since the arrival of DeepSeek’s latest model last month cast a brief shadow over Nvidia’s glow.
- DeepSeek rivaled the industry’s most advanced AI models in a cheaply trained open-source package.
- That suggested the long-term demand for Nvidia’s powerful but costly chips might be lower...
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