Nvidia will report its Q4 2024 earnings amid concerns about slowing demand for semiconductor chips.
Investors are worried about the sustainability of mass investment into AI infrastructure as Microsoft cancels leases with data center operators.
The introduction of China's DeepSeek AI model has raised challenges to Nvidia's market dominance by showing new models don't rely on Nvidia's expensive GPUs.
Nvidia's performance and ability to address challenges will be crucial in maintaining their position as AI evolves.