Why Wall Street Analysts Say Nvidia Could Be a DeepSeek ‘Beneficiary’

• Post -profit losses this week brought the shares of NVIDIA near its lowest level in January, which came after Deepseek.

• Analysts have been largely upward, referring to the strong looks of Nafidia on the back of the increasing demand of artificial intelligence.

• Many of them also said that they expect NVIDIA to benefit from the appearance of Deepseek and the growing competition.

Nafidia (NvdaThe shares were a difficult start until 2025, with this week After the ear drowns The shares were pulled again near the lowest levels of January after a Deepsik sales moves it.

Her shares rose on Friday I found some support After a decrease of more than 8 % on Thursday, but this still leaves the arrow by almost 7 % for the week and year. Analysts they have It remains largely upNoting a strong Nafidia look at the back of the demand for artificial intelligence.

Their optimism comes at a time when investors appear unbelievable from the pre -path of the high share, which recently added about half of its value over the past 12 months. Chinese starting DeepseekThe allegations that the artificial intelligence model can keep pace with American competitors in a small part of the cost and computing has sparked concerns that may raise the demand for the most NVIDIA chips may slow down, but many analysts said they believed that Nvidia believes Standing to benefit From the appearance of diplisk and the increasing competition.

During a Wednesday's profit call, CEO Jensen Huang said that The demand for the conclusion of artificial intelligence is accelerating With the appearance of new models of artificial intelligence, it gives a trend to Deepseek's R1.

“Every developer of artificial intelligence” applies R1 or adopts some Deepseek innovations in their own technology. Instead of reducing the need for advanced slices, HUANG will require more than the next generation a large amount of computer power.

Citi and JPMorgan analysts said after calling that they reassured them Huang's comments about Deepseek and the expected path of computing needs. Wedbush analysts said they believe that NVIDIA will finally end the “beneficiaries of Deepseek”.

Bank of America analysts suggested that a competition from China could also push American companies to work more urgently on developments in artificial intelligence, rather than spending against the background. In the last profit calls, many adult technology buyers in NVIDIA, including Dead ((Dead), Microsoft ((Msft), Amazon ((amzn) And Google Parent alphabet ((GooglHe did so exactly – planning to raise its capital expenses to provide artificial aspirations.

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