Nvidia Faces Key Earnings Report Amid AI Market Shifts and DeepSeek Competition

Nvidia's upcoming earnings call will reveal how it plans to navigate slowing growth, AI breakthroughs, and shifting data center investments.

Nvidia's stock has declined 6% in 2025, with concerns over AI competition from China's DeepSeek and slowing growth in the AI chip market.
Analysts expect Nvidia to report $38.1 million in revenue and $19.6 billion in net income for the fiscal fourth quarter, with attention on its ability to beat and raise forecasts.
DeepSeek's cost-efficient AI model has raised questions about future demand for Nvidia's high-end GPUs, though CEO Jensen Huang argues AI computing needs will continue to grow.
Microsoft's reported cancellation of data center leases has fueled speculation about a slowdown in AI-related capital expenditures, though the company maintains its $80 billion infrastructure investment plan for 2025.
Investors are closely watching for updates on Nvidia's Blackwell chip production, tariff impacts, and potential new growth areas like autonomous vehicles.