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Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst

Benzinga LogoBenzinga12h ago

Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst - Benzinga

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However, the call could mark the trough in investor sentiment as Arya expects Nvidia to reassure on Blackwell execution, signal confidence around fiscal 2026 and calendar 2025 with 60%+ growth in data center sales, and create excitement ahead of the flagship GTC Conference on March 17 where focus shifts to solid pipeline (GB300, Rubin), and physical AI (robotics).

Given the Blackwell product transition and China restrictions, the analyst expects a modest beat, inline sales guidance, and lower gross margin in the first quarter.


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Article Details

Author / Journalist: Anusuya Lahiri

Category: Technology

Markets:

Topics:

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-02-04 @ 18:55:00 (12 hours ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 519 words

Reading Time: 3 minutes read

Sentences: 20 lines

Sentence Length: 26 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © Benzinga

News ID: 25894946

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Official Website: benzinga.com

Update Frequency: 27 posts per day

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News Last Updated: 9 hours ago

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Publisher ID: #53

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