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seekingalpha.com
197 days

DeepSeek Should Really Be Called ShallowSeek — Nvidia Remains A 'Buy' (NASDAQ:NVDA)

1. DeepSeek claims to use fewer GPUs for competitive AI model efficiency. 2. Concerns grow over demand for NVDA's high-cost AI GPUs due to competition. 3. Despite competition, NVDA's ecosystem and GPU performance remain dominant. 4. Short-term volatility expected, but NVDA poised for long-term market outperformance.

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FAQ

Why Bearish?

DeepSeek’s claim may undermine demand for NVDA's high-margin products, impacting revenue forecasts.

How important is it?

The article highlights competitive threats, impacting NVDA's long-term growth prospects.

Why Long Term?

Sustained competition could redefine AI hardware pricing; history shows market shifts take time.

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