Leader of Artificial Intelligence (AI) Nvidia (Nvda 1.71%)) had a solid 2024. During the year, analysts debated the height of its data center income to increase as it deploys new products. Hyperscaler customers have continued to increase capital expenses to build a power center calculation power. But things were on a penny in January 2025 when Deepseek, belonging to Chinese healing funds, abandoned an AI bomb concerning the resources necessary to do the AI well.
Rather than wondering how the latest NVIDIA IA fleas sales took place, some investors cared more How to invest in Deepseek and his claims that he created a Very efficient large language model (LLM) With only $ 6 million in capital. The news has led to an 11% drop in Nvidia shares so far in 2025. But questions remain on Deepseek and its complaints, and investors would be intelligent to focus on what Nvidia says in her next report on results (due on February 26).
Data centers and more
Before the new Deepseek, all eyes were on the unprecedented growth of Nvidia, in particular, in its data center segment. However, the unbearable growth rate has slowed down, and the course of NVIDIA’s action had already increased as these sales have skyrocketed.
If passing Generative AI infrastructure The screaming artery, as some have supposed news from Deepseek, the growth of a quarter of neighborhood in income from the Nvidia data center should quickly revers. As we can see below, he seemed to start stabilizing at a mid-adolescence growth rate in the last quarter.
| Income growth in the data center of a quarter | |||||
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 |
| 141% | 41% | 27% | 23% | 16% | 17% |
Source: NVIDIA. Note: The Q3 for the 2025 financial year ended on October 27, 2024.
This is the number that I will continue to look at to see if the course of Nvidia’s action can recover recent and more losses – at least in the short term. Nvidia also has other irons in the long -term fire.
Data source: NVIDIA. Graphic by the author.
The company’s automatic and robotic segment will be the next area to monitor. This income is comparable to the data center But could be the next punchy growth catalyst for Nvidia.