the DeepSeek storyline is calling into question what demand trends are going to look like for AI infrastructure -- especially graphics processing units (GPU), which are Nvidia's bread and butter.

Don't expect to hear a lot about better framerates and raytracing at the Nvidia GTC keynote. AI will instead be the subject of the day.

Artificial intelligence (AI) is the hottest thing since sliced bread on Wall Street. Nvidia's historic gains are a reflection of the otherworldly demand for its Hopper (H100) and Blackwell AI ...