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Nvidia's First Report After Chinese DeepSeek's Claim: Profit Surpasses Expectations

Feb 2, 2026 February 2, 2026 2 min read 📰 VOA Persian
📋 Key Takeaway

Nvidia reported a significant increase in profits and sales due to rising demand for AI chips, surpassing market expectations. This report comes after the Chinese company DeepSeek claimed to have developed a competitive AI model, raising concerns among experts about its validity. The situation highlights the competitive landscape in AI technology and its implications for the stock market.

🔍 Quick Context Guide
💡 Bottom Line: Nvidia's strong performance contrasts with emerging competition from China, signaling a pivotal moment in the AI technology race.

👥 Key Players

Nvidia MENTIONED
American technology company specializing in graphics processing units (GPUs) and AI chips
"Nvidia is a key player in the global semiconductor industry, influencing AI development and technology markets."
DeepSeek MENTIONED
Chinese technology company claiming to have developed a competitive AI model
"DeepSeek's claims challenge Nvidia's market dominance and highlight the competitive dynamics between U.S. and Chinese tech companies."

📰 What Happened

Nvidia reported a significant increase in profits and sales due to rising demand for AI chips, surpassing market expectations. This report follows a claim by Chinese company DeepSeek about developing a competitive AI model.

  • Nvidia's revenue for the fourth quarter reached $39.3 billion, a 12% increase from the previous quarter.
  • DeepSeek's claim about a cost-effective AI model caused a temporary drop in Nvidia's stock value.

💡 Why It Matters

🇮🇷 For Iran: Iran may look to develop its own AI capabilities and semiconductor industry, influenced by global competition.
🌍 Regional: The situation reflects broader geopolitical tensions between the U.S. and China, which can affect regional tech markets.
🌐 International: The competitive landscape in AI technology raises concerns about technological supremacy and economic implications for global markets.

📚 Background

Nvidia is a leader in AI chip production, while DeepSeek's claims highlight the growing capabilities of Chinese tech firms in AI development.

AI technology competition Semiconductor industry dynamics
📡 Source: INTERNATIONAL
📊 Confidence: 70%
The article is based on reports from the Associated Press, which is generally considered a reliable news source.

The American company Nvidia reported on Wednesday that its profit and sales in the fourth quarter increased due to the growing demand for chips known as Blackwell, which are used in artificial intelligence systems. According to the Associated Press, this tech giant based in California recorded a revenue of $39.3 billion for the quarter ending on January 26, showing a 12% increase compared to the previous quarter and a 78% increase compared to the same period last year. Nvidia's earnings report on Wednesday exceeded the expectations of U.S. stock market participants. This fourth-quarter earnings report is the first from Nvidia since the Chinese company 'DeepSeek' boldly announced that it had developed a 'large language model' capable of competing with 'ChatGPT' and other American rivals. The Chinese company claimed that its model is more cost-effective than using Nvidia chips for training AI systems. Some experts have expressed doubts about the validity of the Chinese company's claims. DeepSeek's claim had previously caused a temporary but significant drop in Nvidia's overall stock value. The unveiling of Grok 3; Musk's new chatbot competing with OpenAI and DeepSeek. Taiwan's readiness to negotiate with the U.S. regarding the semiconductor industry. Vance: Strict European regulations could eliminate AI. Stock market turbulence following the emergence of a cheap AI model made in China.

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Translated from the original and edited for English readers. View original source →

Translation confidence: 85%

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