{"id":21563,"date":"2025-02-27T11:42:29","date_gmt":"2025-02-27T09:42:29","guid":{"rendered":"https:\/\/forklog.com\/en\/nvidias-position-unshaken-by-deepseek\/"},"modified":"2025-02-27T11:42:29","modified_gmt":"2025-02-27T09:42:29","slug":"nvidias-position-unshaken-by-deepseek","status":"publish","type":"post","link":"https:\/\/u1f987.com\/en\/nvidias-position-unshaken-by-deepseek\/","title":{"rendered":"Nvidia&#8217;s Position Unshaken by DeepSeek"},"content":{"rendered":"<p>Nvidia&#8217;s <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2025\">financial report<\/a> for the fourth quarter exceeded expectations, with optimistic forecasts for the first quarter of 2025.<\/p>\n<p>Key figures:<\/p>\n<ul class=\"wp-block-list\">\n<li>revenue: $39.33 billion versus the expected $38.05 billion;<\/li>\n<li>earnings per share: $0.89 instead of the projected $0.84;<\/li>\n<li>net profit rose to $22.09 billion.<\/li>\n<\/ul>\n<p>The chipmaker expressed confidence in continued growth thanks to the rapid development of the artificial intelligence sector. The company anticipates revenue of $43 billion in the first quarter of 2025, surpassing analysts&#8217; expectations of $41.78 billion.<\/p>\n<p>The forecast for the first quarter implies a 65% year-on-year growth. The trend is slowing: in the fourth quarter of 2024, the increase was 78%, whereas earlier figures <a href=\"https:\/\/u1f987.com\/en\/news\/nvidias-third-quarter-earnings-surpass-expectations\">were higher<\/a> \u2014 94%, 122%, 262%, 265%.<\/p>\n<p>Nvidia&#8217;s report was under scrutiny following the hype around the Chinese AI model from DeepSeek, as investors questioned the significant expenses on the corporation&#8217;s products. Despite the positive numbers, the company&#8217;s shares fell by 1.49% in after-hours trading.\u00a0<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-qw.googleusercontent.com\/docsz\/AD_4nXcN8rR5HteAORWM1k67Bb9yc-FW0Nignhk8g2ZyN6xb05OC9LRDKvs_bj-UXhK0bZaqT4pJlbimCDMCpY_6BvvKWKh1FUZD4EoI-Q2b9FWlfhaSLjvwHIuNy3zli1y1fpPuP3y2cQ?key=gCcLgsOjJnMemSh-1g3AapIF\" alt=\"DeepSeek \u043d\u0435 \u043f\u043e\u0448\u0430\u0442\u043d\u0443\u043b \u043f\u043e\u0437\u0438\u0446\u0438\u0438 Nvidia\"\/><figcaption class=\"wp-element-caption\">Nvidia stock dynamics. Data: <a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\/\">Yahoo Finance<\/a>.<\/figcaption><\/figure>\n<p>Chief Financial Officer Colette Kress stated that the company expects &#8220;significant growth&#8221; in sales of <a href=\"https:\/\/u1f987.com\/en\/news\/nvidia-delays-release-of-flagship-ai-chips-reports-say\">Blackwell<\/a> \u2014 the next-generation AI chip \u2014 in the first quarter.<\/p>\n<p>In the fourth quarter, Nvidia&#8217;s revenue from advanced AI chips amounted to $11 billion. According to CEO Jensen Huang, the demand for processors is &#8220;amazing.&#8221; Previously, the company&#8217;s chips were mainly used for training artificial intelligence, but now they are increasingly needed for inference \u2014 maintaining the operation of existing neural networks.\u00a0<\/p>\n<p>Kress dismissed doubts about demand for the firm&#8217;s products due to the emergence of cheaper models.\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;A long-thinking, reasoning AI may require 100 times more computation per task compared to one-off inferences,&#8221; she said.\u00a0<\/p>\n<\/blockquote>\n<h2 class=\"wp-block-heading\">Huawei \u2014 A Competitor to Nvidia<\/h2>\n<p>Despite US efforts to limit Huawei&#8217;s capabilities, the company continues to compete with the American chipmaker.<\/p>\n<p>Nvidia has listed the Chinese firm as a current competitor in four out of five areas: chips, cloud services, computing, and networking products.\u00a0<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>&#8220;Competition in China is quite strong. Huawei and other companies are quite energetic and very, very competitive,&#8221; <a href=\"https:\/\/www.cnbc.com\/2025\/02\/27\/nvidia-warns-of-competition-from-china-huawei-despite-us-sanctions.html\">noted<\/a> Huang.<\/p>\n<\/blockquote>\n<p>Since 2019, the US has restricted Huawei&#8217;s access to technologies from American suppliers, such as advanced 5G chips and the Android operating system.<\/p>\n<p>Back in late December 2024, <a href=\"https:\/\/u1f987.com\/en\/news\/nvidia-to-develop-humanoid-robots\">it was revealed<\/a> that Nvidia intends to focus on developing humanoid robots.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia&#8217;s financial report for the fourth quarter exceeded expectations, with optimistic forecasts for the first quarter of 2025. Key figures: revenue: $39.33 billion versus the expected $38.05 billion; earnings per share: $0.89 instead of the projected $0.84; net profit rose to $22.09 billion. The chipmaker expressed confidence in continued growth thanks to the rapid development [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":21562,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"select":"","news_style_id":"","cryptorium_level":"","_short_excerpt_text":"","creation_source":"","_metatest_mainpost_news_update":false,"footnotes":""},"categories":[3],"tags":[438,1294,1252],"class_list":["post-21563","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news-and-analysis","tag-artificial-intelligence","tag-nvidia","tag-reports"],"aioseo_notices":[],"amp_enabled":true,"views":"32","promo_type":"","layout_type":"","short_excerpt":"","is_update":"","_links":{"self":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/21563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/comments?post=21563"}],"version-history":[{"count":0,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/posts\/21563\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media\/21562"}],"wp:attachment":[{"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/media?parent=21563"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/categories?post=21563"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/u1f987.com\/en\/wp-json\/wp\/v2\/tags?post=21563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}