Why Wall Street Analysts Say Nvidia Could Be a Deepseek 'Beneficiary'
Nvidia's stock has faced significant volatility following Chinese startup DeepSeek's claims of its AI model's capabilities, with some analysts expressing concerns that demand for Nvidia's advanced chips could slow. However, many experts believe that Nvidia stands to benefit from DeepSeek's emergence and growing competition in the AI market. Despite the recent downturn in shares, analysts remain optimistic about Nvidia's long-term prospects.
- The potential disruption caused by DeepSeek's AI model may actually spur innovation among American tech companies, pushing them to invest more heavily in AI research and development.
- As investors become increasingly uncertain about the future trajectory of the AI industry, how will regulators ensure that the focus on innovation remains balanced with concerns over job displacement and market dominance?