Key Takeaways This week’s post-earnings losses brought Nvidia's stock near the January lows that came after a DeepSeek-driven plunge. Analysts have largely remained bullish, pointing to Nvidia's strong outlook on the back of growing AI demand.

The chip maker’s stock plunged after reports about the Chinese artificial-intelligence model raised fears about spending on AI infrastructure.

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.

Nvidia faces more competition in inference compute.

Nvidia CEO Jensen Huang discussed artificial intelligence and more in an interview with Liz Claman on "The Claman Countdown."

The report raised fears about the sustainability of AI infrastructure growth. That could mean less demand for Nvidia’s chips. TD Cowen’s Michael Elias said his team’s finding points to “a potential oversupply position” for Microsoft. Shares of Nvidia fell 4% on Friday.

This is Nvidia’s first earnings report since a Chinese upstart, DeepSeek, upended the artificial-intelligence industry by saying it has developed a large language model that can compete with big U.S.

Follow here for news and analysis of Nvidia's fourth-quarter earnings report, call with management, and stock reaction.