Nvida to report earnings amid infrastructure spending, DeepSeek concerns
1. Nvidia Q4 expected sales hit $38B, driven by AI GPU demand. Earnings follow a record year. 2. Analysts forecast a 72% sales increase, yet investor caution remains. Hyperscaler spending is in focus. 3. Microsoft, Google, and Amazon dominate AI chip spending, impacting Nvidia. Customer spending slowdowns concern investors. 4. DeepSeek’s efficient AI model challenges GPU dependency. Nvidia CEO counters with 'Test Time Scaling' benefits.