- On Nvidia’s earnings call this week, investors will be focused on what executives say about how the Chinese AI upstart DeepSeek might impact spending in the U.S. tech sector. Heading into the call on Wednesday, investors expect that DeepSeek will have little effect on Nvidia’s sales. However, they will be closely watching for any guidance on the margins for its new Blackwell chip, which is currently launching.
Yet again, Nvidia enters an earnings week with only its past stellar performance to beat. It is, as usual, a victim of its own success and has only to prove to the market that it will continue raising the bar.
