nvidia stock may be under the view duties and deepseek

NVIDIA shares have dropped by 5.8% so far in 2025. The biggest loss on AI Chip Designer stocks occurred on Monday, January 27th.

Deepseek said the company uses a low-power version of Nvidia’s GPU, so the larger language model developers follow Deepseek’s lead, faster, less cheaper, and Nvidia’s latest and most expensive chips I thought there was a possibility that I wouldn’t buy it.

The $600 billion decline in Nvidia’s stock market value that day did not thwart retail investors. Instead, Vanda survey data featured in the Wall Street Journal shows that as of February 21, they poured more than double the money ($5.7 billion) into Nvidia stock as of February 21.

Will Nvidia Bulls be rewarded after the company reports its fourth quarter results? The answer depends on whether nvidia beats and gets a raise. More specifically, NVIDIA’s fourth quarter revenue and revenue will grow faster than the 72% and 59% fact set consensus, respectively, and the company is projected faster than the current quarter’s expected growth and higher margins. In that case, NVIDIA stocks could skyrocket.

Wall Street will focus on whether Nvidia’s 2024 Blackwell Production Bottleneck is loose and whether cloud service providers will continue to spend more on data centers.

Nvidia remains bullish about its future. According to Yahoo!, Jensen Huang said the company’s stock price decline was “overcorrected.” finance. The company’s GPU demand will continue to be strong as key processing power is required to enable the transition from the training AI model to post-training training, he added.

What investors are looking for

Here are four things investors are looking for:

Can Nvidia reverse the slowdown in revenue growth?

For Nvidia Bulls, nothing is better than forecasting growth. Sadly, growth has slowed since the company reported growing faster than 2O0% quarterly between the third quarter of 2023 and the first quarter of 2024.

According to MacroTrends, this is quarterly revenue growth year-over-year.

Q2 2023 Revenue Growth: 101.5%Q3 2023: 205.5%Q4 2023: 265.3%Q1 2024: 262.1%Q2 2024: 122.4%Q3 2024: 93.6%Q4 2024 According to Fectset, 72%.

With speed growth in the recent quarter declining, it would not be surprising if NVIDIA predicts revenue growth of 50% this quarter.

Details of customs volumes that will cement Nvidia China’s revenue

Last November, one analyst said Trump was good for Nvidia. That prediction could be a bit off.

Analysts were hoping for a higher margin and the benefits of President Trump. Nvidia “is well on track to see the Blackwell Revenue Surge, surpassing APR-Q (total margin (calendar year) 2025 to recover by the mid-’70s),” said Angelo Angelo at Barron’s According to the reporting function. “The geopolitical uncertainty remains a headwind, but I think Nvidia is in a better position under the Trump administration.”

Policy Curve Ball reports are currently appearing. According to Baron, the Trump administration has launched discussions about an increase in export chip curbs to China.

Investors may be hearing what Nvidia has to say about this topic.

Loosening of the Blackwell Production bottleneck

When Nvidia last reported quarterly profits, Blackwell’s production costs had been reduced to our adjusted gross profit margin. This was due to clearing up the production bottleneck, according to the Forbes Post in November 2024.

“The challenge we have is how quickly we can supply it and prepare it this quarter,” Nvidia CFO Colette Kress told analysts during a post-revenue conference call last November. “Turn corners into a new calendar year and we’ll get back on track with more suppliers. It’s only tough this quarter.”

The Blackwell problem reportedly was linked to design flaws. When deployed in a server rack, the chips will overheat and “will raise alarms about the ability to efficiently integrate into existing data center models,” Reuters said.

As we are in a new calendar year, investors are asking if hopes have emerged for bottleneck relief. Otherwise, Nvidia’s inventory could drop.

The impact of deep seeking on capital expenditures of cloud services

Huang said in Wednesday’s revenue call they may discuss the “impact of Deepseek’s advances in AI investment.”

Recent revenue calls from Hyperscalers such as Amazon, Microsoft, Google, and Meta platforms have suggested that they will spend $320 billion in data centers and associated hardware in 2025.

Since then, Microsoft has said it intends to spend more than $80 billion, but reportedly cancelled some leases with “at least two private data center operators,” CNBC said.

Microsoft did not review this report. “As it continues to grow at a record-breaking pace to meet customer demand, this FY FY plans to spend more than $80 billion on infrastructure are on track,” a Microsoft spokesperson said in February. I emailed CNBC on the 24th.

Nevertheless, investors are keen to learn whether Nvidia quantifies how much Deepseek could affect Hyperscaler’s capital expenditure.

Huang is an incredible entrepreneur and CEO, and will need all his ability to surpass investors’ expectations on Wednesday.