Does DeepSeek's Massive AI News Make Nvidia a Sell -- or a Buy?

Nvidia (NASDAQ: NVDA) has soared over the last two years, thanks to its dominance in artificial intelligence (AI) -- a market set to reach $1 trillion by the end of the decade from about $200 billion today. Investors have piled into this leader, betting on the company's ability to win in this fast-growing market and deliver both earnings growth and share performance over time.But news this week prompted investors to doubt Nvidia's prospects in the high-growth market, and Nvidia stock tumbled nearly 17% in one trading session. Chinese start-up DeepSeek announced the release of a large language model (LLM) that it trained for only two months and at a cost of less than $6 million. The idea here is that customers may not need Nvidia's most expensive and top-performing chips to train their LLMs -- and that could result in a drop in revenue for the tech giant.Before jumping to conclusions, though, it's important to take a closer look at this story and consider the possible outcomes for Nvidia. Let's do that -- and figure out whether Nvidia is a sell or a buy on the DeepSeek news.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool