Of the many companies that are part of the AI wave, NVIDIA has been at the core of AI infrastructure and a darling of the markets. Their performance in the market is driven in part by consistency in their performance and Melissa Otto, head of TMT Research for Visible Alpha, part of S&P Global Market Intelligence, joins host Eric Hanselman to look at the sentiment around the upcoming earnings. The enthusiasm for AI has driven expectations higher and higher and the company has delivered.  The rampant enthusiasm for AI's future hasn't been without some cautious moments. In January, the announcement of the DeepSeek model roiled markets with the prospect of lower compute consumption for model training. The concern was that demand for all things AI, GPU's included, might wane. It might also have been a reason for a jumpy market to take a step back. If you dust off your economics textbooks, Jevon's Paradox has been cited by many as an indication that consumption could accelerate. Time will tell! More S&P Global Content: Assessing the Factors Driving Technology Investments Big Picture for Generative AI in 2025: From Hype to Value Webinar: The Big Picture on GenAI and Market Impacts NVIDIA takes commanding revenue lead in semiconductor space Intelligent and agentic process automation and integration platforms: 2025 research agenda GPU as a Service Market Monitor & Forecast 2025 Trends in Data, AI & Analytics Credits: Host/Author: Eric Hanselman Guests: Melissa Otto Producer/Editor: Amaan Zafar and Odesha Chan Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Kyra Smith

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