Nvidia in S&P 500
Nvidia and other firms that profit from the AI boom have been one most important explanation why the S&P 500 has recently increased to record after the record.
The effect of tariffs
Your explosion of the profit has contributed to driving the market ahead, despite the concerns about stubbornly high inflation and possible pain for the US economy from tariffs and other guidelines of President Donald Trump. But these tariffs are still “a stranger,” said Kress, until Nvidia can higher understand what the Trump government’s plan is. “We are waiting,” she said, adding that the corporate would follow all export controls or tariff rules.
Deepseek’s impact on Nvidia
The results of the fourth quarter is the corporate’s first report because the Chinese company Deepseek developed a big voice model that would compete with Chatgpt and other US competitors, but was more cost effective when using NVIDIA chips to coach the system for data poles.
The madness over Deepseek caused Nvidia’s assets of 595 billion US dollars to vanish briefly. In an announcement, nevertheless, the corporate praised Deepseek’s work as a “excellent AI progress”, the “widespread models and calculation that fully exported,” widespread “.
“Deepseek R1 inflamed global enthusiasm,” said Huang on Wednesday the winning call. “It is a wonderful innovation, nevertheless it is much more vital that it made it possible for a first-class AI model of first-class argument. Almost every AI developer uses R1 or chain of learning and reinforcement learning akin to R1 to scale the performance of their models. “
The next wave of the AI: it comes
In conversation with the investors, Huang said that the “next wave” of the KI had “Agentic Ai for Enterprise, Physical AI for robotics and sovereign AI, while the different regions expand their AI for their own ecosystems.”
“We are the focus of this development,” said Huang.
Nvidia’s numbers, investors response from investors
Wall Street once more fixed a winning report by Nvidia, the most important actor within the mania of artificial intelligence. After the bell, the chipmaker reported on Wednesday, which cited analyst forecasts, and shares added 2% in retail with after-hours, which can indicate that Wall Street quietly hoped for even higher results.
This is Nvidia’s first winning report since a Chinese advancement, Deepseek, the factitious intelligence industry, by saying that it has developed a big voice model that may compete with large US rival without using the costliest chips. The market value of NVIDIA recorded a one-day decline of just about $ 600 billion after the publication of the news.
