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Nvidia CEO Jensen Huang directly addresses the DeepSeek stock sell-off, saying investors got it wrong

1. Huang clarifies misinterpretation of DeepSeek’s AI advancements impacted NVDA briefly. 2. DeepSeek’s R1 used weaker chips and less funding than Western large models. 3. Investors sold NVDA stock, triggering a $600B market cap loss before recovery. 4. Huang stresses post-training methods ensure ongoing demand for NVDA chips.

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FAQ

Why Bullish?

Huang’s clarification corrects the misinterpretation. Historically, similar corrections have stabilized and even boosted NVDA’s valuation as chip demand for post-training increases.

How important is it?

The comments directly impact investor sentiment and clarify future chip demand dynamics, making the update highly relevant for NVDA’s long-term outlook.

Why Long Term?

The emphasis on post-training AI methods underscores sustained demand for NVDA chips, signaling long-term growth despite short-term volatility.

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