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Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact
- Nvidia has the opportunity to explain to investors why their reaction to DeepSeek was a mistake during its Wednesday earnings call.
- DeepSeek's AI challenge to industry norms has intrigued investors, with R1 showcasing efficient chip use compared to OpenAI's model.
- CEO Jensen Huang needs to reinforce the continued potential of AI and address investors' concerns post-DeepSeek market fallout.
- Key aspects to monitor in Nvidia's earnings update include data center revenue, Blackwell chip series ramp-up, inference demand, and policy.
- Nvidia's data center revenue is forecasted to rise, driven by partnerships with companies like Stargate, Meta, and Amazon.
- The Blackwell chip series faces challenges but is expected to show strong sales, leading to improved profit margins for Nvidia.
- Inference growth is crucial for Nvidia to demonstrate value post-DeepSeek, with demand for AI tools affecting GPU usage.
- Investors await insights on Nvidia's China strategy amidst potential policy changes and tariffs that could impact the company.
- Huang's task is to assure investors of Nvidia's resilience and significance in the AI landscape despite recent market turbulence.
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