Nvidia's earnings have turned into a quarterly AI State of the Union

This excerpt originally appeared in the Business Insider Today newsletter.You can sign up for Business Insider's daily newsletter here.Nvidia reports earnings today, which means more questions about AI being overhyped. The company's chips are so critical to AI development that its quarterly reports have become a State of the Union-type event for the tech. And in the three months since Nvidia last checked in, one company has shocked the AI industry: DeepSeek.Business Insider's Emma Cosgrove and Hasan Chowdhu ...