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The emergence of China’s DeepSeek has scared Nvidia investors when it was released in January. Many AI observers said that DeepSeek’s model, which reportedly required fewer chips than models made in the U.S., threatened Nvidia’s business.
But Jensen Huang, co-founder and chief executive officer of Nvidia said earlier this year that DeepSeek was actually a good sign for Nvidia. That’s because DeepSeek uses a process called “reasoning,” which requires more computing power to provide users better answers.
It seems that Nvidia has embraced the software. And also the chipmaker will use the model to benchmark several of its new products. But it looks the investors are not convinced that the outlook for Nvidia still stay intact, given the trend of stock has been deteriorating for several months. The stock has declined by almost 30% since Jan, dragging on the performance of Nasdaq and S&P500.
On March 18th local time, Nvidia CEO Jensen Huang delivered a keynote speech at the Nvidia AI Summit GTC 2025 held in San Jose, California. In this speech, Huang looked ahead to the evolution of AI and the prospects of computing needs. He also announced the latest generation of Nvidia's Blackwell architecture products and the planned time of delivery for the next few generations, as well as revealing the progress of Nvidia's collaboration with other tech giants in the fields of autonomous driving, AI networks and robotics.
Despite the enormous amount of information, this speech met with underwhelming applause. Maybe the investors are not persuaded that the outlook for Nvidia has not changed whatsoever given the shock of China’s DeepSeek on the business of Nvidia. As for the prospect of Nvidia, investors need watch closely the dynamics of Nvidia, including products and innovation to judge that whether the current valuation of Nvidia is justified.Complete digital access to quality Glebors financial topic with expert analysis from industry leaders.
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