“Three months since the investment world stopped in its tracks to await the words of Nvidia chief executive Jensen Huang, it will do so again on Thursday morning (AEDT) as Nvidia releases its earnings report, with China, Trump and chip demand on everyone’s minds.
“Like last quarter, Nvidia is the most anticipated result of a US earnings season that is drawing to a close with a showstopper.
“Just over a month on from the launch of Chinese AI start-up DeepSeek’s R1 reasoning model wiping a record $US600 billion off the company’s valuation, Huang needs to prove the show is still on the road.”
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