Nvidia's earnings have turned into a quarterly AI State of the Union
1. Nvidia reports earnings today amid concerns over AI hype. 2. DeepSeek's entry has initially impacted Nvidia's market valuation negatively. 3. Nvidia shares are down 8% this year; pressures from Wall Street remain. 4. Analysts expect Nvidia to beat earnings estimates once more. 5. CEO Jensen Huang believes investor concerns are misplaced regarding AI demand.