Nvidia will provide its revenue report for the fourth quarter 2024 on Wednesday evening. Investors will closely monitor signs of slowing demand for semiconductor chips. Chipmaker’s finances faced surveillance over a signal that could be the end of the AI fuel market boom, resulting in a 3.1TN stratospheric rating.
Analysts hope Nvidia will maintain its leadership position as a manufacturer of favourite chips in the AI industry, but recent news presents new potential challenges to the company’s market ownership. did. Analysts at TD Cowen released their findings earlier in the week that Microsoft, one of Nvidia’s biggest customers, had cancelled leases with private data center operators. Investors have expressed concern about the sustainability of mass investments in AI infrastructure, including Microsoft’s $800 billion. This means that Nvidia spends less on products.
The revenue call is also the company’s first view of finance and demand as China’s Deepseek AI introduced an AI model that beats much of what was made in the US, while requiring some of its training and investment. The introduction of Deepseek appears to indicate that China’s AI doesn’t necessarily have to rely on Nvidia’s most expensive and best graphics processing units (GPUs), so initially it would be a valuation of hundreds of millions of Nvidia. It has been reduced to hundreds of billions. That’s what the cutting edge models from the US are.
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Despite the company’s great performance in its past, analysts say investors will look for other signs that the company can meet at the moment as a chip demand that the power AI model remains stable. I’m looking forward to it.
“The key question about Nvidia’s fourth quarter revenues is whether they can maintain a position to command AI to evolve, not just numbers,” said Jacob Bourne, technology analyst at Emarketer. “Even if Nvidia posts another quarter of the growth of the star, the market response will depend on how well it can persuade investors that they can tackle these challenges.”
While some analysts predict that the ripples from Deepseek’s launch may not immediately affect NVIDIA, competitors such as AMD and Intel have “scattered at the bottom edge of the AI infrastructure market.” We predict that you can get the ‘.
“DeepSeek has established a new, low-performance hub for generator AI (particularly for thinking/inference models), allowing more organizations to experiment with AI,” Nguyen added.
