The biggest headline was the commentary provided by Jensen Huang during the call with analysts with respect to the release of DeepSeek late last month. While many investors hit the panic button, the chief executive explained that developments of this nature would increase demand for Nvidia's processors, not reduce it.

Nvidia CEO Jensen Huang is more bullish about Nvidia's sales than ever, despite a market panic last month induced by China's DeepSeek.

Nvidia CEO Jensen Huang is getting more optimistic about the prospects for the company’s top-end Blackwell AI server system, the GB200 NVL72. “I’m more enthusiastic today than I was at CES,” Huang said when an analyst asked about the NVL72 on the earnings conference call.