Nvidia’s quarterly earnings: the lay of the land

Good morning, and welcome to our live blog covering Nvidia’s earnings release. What a difference a quarter makes.

Three months ago, the question on every investor’s lips was whether Nvidia could defy DeepSeek, the Chinese AI chatbot that appeared to be able to outperform Western models like ChatGPT, without relying on Nvidia’s premium chips.

That now seems a distant memory, with Donald Trump’s ‘Liberation Day’ tariffs having since thrown global markets into turmoil. While the worst of the tariffs are now mostly subject to temporary pauses, the future for the global economy, particularly US-China trade, is far from certain.

Nvidia’s earnings is always one of the highlights of the investing calendar, and the team at MoneyWeek are ready to bring you rolling news and in-depth analysis in the run-up and as the event unfolds. Stay with us for all the updates.