Nvidia investors' call gives the chip giant a chance to tell backers why they're wrong about DeepSeek's impact

Nvidia finally has a chance to tell investors why their violent reaction to DeepSeek was a mistake.The chip giant's Wednesday earnings are the first since DeepSeek's AI sparked market panic.Key areas to watch are data center revenue, Blackwell's ramp-up, inference demand, and policy.When Nvidia reports earnings on Wednesday, the chip giant will have the chance to tell investors why it thinks their intense reaction to the rise of DeepSeek was a mistake — or change the subject entirely. Heading into 2025, Nvi ...