Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
1. Nvidia preps earnings to explain panic over DeepSeek. Investors await data center updates. 2. Massive customer commitments bolster data center revenue projections. Major players like Meta and Amazon remain engaged. 3. Blackwell chip rollout faces delays yet shows strong demand. Profit margins are expected to improve soon. 4. Policy risks and China relations add uncertainty. Earnings will address these potential headwinds.