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DeepSeek’s Emergence: Assessing Its Impact on Nvidia’s Market Position

  • DeepSeek, founded by Liang Wenfeng, has developed advanced AI models at a fraction of the cost of competitors.
  • The emergence of DeepSeek led to a 17% drop in Nvidia's stock, reflecting concerns about competition from cost-effective AI solutions.
  • Analysts suggest that DeepSeek's advancements could benefit Nvidia by increasing the demand for GPUs as AI applications expand.
  • Nvidia remains resilient, reporting a 78% YoY revenue increase in Q4 2025 and adapting to industry shifts.

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