James Paul 
The Deepseek phenomenon does not seem to have Nvidia waver. At least, for the moment. The flea giant continues on its crazy launched and reports up increased sales over the period from November to January.
Impressive growth
The total turnover of the company has established $ 39.33 billion, a considerable increase of 78 % compared to the previous year. Its activity in data centers, where its chips make it possible to train and run artificial intelligence models (AI), has climbed 93 % to reach $ 35.58 billion. The company also reports an increase of 80 % of its net profits, or $ 22.09 billion. It is better than all analysts’ forecasts.
Since the beginning of 2023, Nvidia has benefited a lot from generative AI boom, because Its chips represent 90 % of the GPU market (graphic processors) for AI systems. While technological giants are increasing their colossal expenses in technology, they chain orders to the manufacturer.
The Blackwell cutting edge chips, despite a starting of some delays, are now on the right rails: they have generated $ 11 billion in the company. “” We have managed to increase the large -scale production of IA Blackwell superordinators, reaching billions of dollars in sales from the first quarter “Haded Jensen Huang, the CEO of Nvidia. It is the second most valued company in the world, just behind Apple.
Unfavorable geopolitical context
If Deepseek has somewhat shaken the sector, the Chinese startup having managed to develop a model capable of reasoning without accessing the advanced Nvidia chips, the manufacturer’s results prove that for the time being, its impact remains minimal.
Indeed, its performances have aroused fears that companies reduce their expenses, but it is also possible that making the AI more affordable can widen the field of companies developing AI systems, thus creating more customers for expensive NVIDIA fleas.
Note that in parallel, the company must adapt to unfavorable geopolitical conditions, the US government regularly strengthening its export controls on peak fleas. Besides, Jensen Huang recently met Donald Trump at the White House, most certainly to evoke this subject. In China, its sales increased from 19 % of income in 2023 to less than 14 % currently.
- Nvidia has published its quarterly results, and the company continues to panic the counters.
- Its turnover and profits have increased exponentially.
- For the time being, the Deepseek phenomenon does not seem to worry it.
