Key Takeaways This week’s post-earnings losses brought Nvidia's stock near the January lows that came after a DeepSeek-driven plunge. Analysts have largely remained bullish, pointing to Nvidia's strong outlook on the back of growing AI demand.

The chip maker’s stock plunged after reports about the Chinese artificial-intelligence model raised fears about spending on AI infrastructure.

Nvidia faces more competition in inference compute.

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.

Jensen Huang, Nvidia CEO, joins CNBC's Jon Fortt for a special report following Nvidia's quarterly report. Lester Holt, the anchor and managing editor of “NBC Nightly News” for a decade, announced that he is stepping down from the long-running broadcast at the beginning of the summer.