Every Nvidia Investor Should Keep an Eye on This Number

Artificial intelligence (AI) leader Nvidia (NASDAQ: NVDA) had a strong 2024. During the year, analysts debated how high its data center revenue could grow as it rolled out new products. Hyperscaler customers kept increasing capital spending to build out data center compute power. But things turned on a dime in January 2025 when Chinese hedge fund-owned DeepSeek dropped an AI bombshell regarding resources needed to do AI well.Rather than wondering how Nvidia's latest AI chip sales were going, some investors cared more about how to invest in DeepSeek and its claims that it created a high-performing large language model (LLM) with just $6 million in capital. The news led to an 11% decline in Nvidia stock thus far in 2025. But questions remain about DeepSeek and its claims, and investors would be smart to focus on what Nvidia says in its next earnings report (due on Feb. 26).Before the DeepSeek news, all eyes were on Nvidia's unprecedented revenue growth -- specifically, in its data center segment. The unsustainable rate of growth was slowing, though, and Nvidia's share price had already rocketed higher as those sales soared.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool