Nvidia is set to report its fourth-quarter earnings and investors are watching for the impact of DeepSeek on GPU sales.
Most analysts expect Nvidia to beat earnings estimates and potentially raise guidance.
Mizuho anticipates some 'growing pains', but expects a strong Blackwell ramp to make up for any lost revenues in the first half of the year.
Bank of America expects Nvidia to beat estimates, as spending intentions remain unchanged for large customers, and identifies the GTC conference as the next catalyst.