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Nvidia CEO Attributed The DeepSeek Led Sell-Off To Misconception On 'Post Training' And 'Inference'. 'Obviously That Paradigm Is Wrong'. - NVIDIA (NASDAQ:NVDA)

1. NVDA CEO clarified AI spending misinterpretations. DeepSeek tech was misunderstood. 2. Market sell-off arose from doubts on massive AI spending. Misinterpretations triggered investor concerns. 3. Huang emphasized need for high post-training computing power. NVDA demand will grow. 4. Partnership with DDN launched new software platform. Nvidia’s ecosystem strengthened.

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FAQ

Why Bullish?

Huang’s clarifications counter prevailing misinterpretations, restoring confidence in NVDA’s core AI infrastructure. Similar past events have reversed negative sentiment and spurred reaccumulation.

How important is it?

The article directly addresses investor concerns and highlights long-term drivers for NVDA, warranting a moderate to high impact score.

Why Long Term?

Clarification on sustained computing demand suggests long-term growth benefits. Historical tech cycles show that clear guidance fosters prolonged market confidence.

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