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Investors NVIDIA (NVDA) move through the beginning of the Un-Nvidia similar to this year.
AI Chip Darling shares start by 3.3 % this year, which fails to all three major American indicators, which have made gains. The stock was less than the S&P 500 (^GSPC) by 9 % last month.
Before the NVIDIA results expected on February 26, the street was outside and explained the sudden weakness of customers and most of them from defending stocks.
On Monday note, Evercoreisi Liebassis analyst notes three reasons for weakness after talking to customers. It includes: 1) Deepseek reduces the demand for AI in the total, 2) Deepseek transforms AI accounts away from NVIDIA graphics processing units and ASICS (custom chips), and 3) delaying Black Coybe.
Despite fears, Lipacis says it will be a buyer buyer in NVIDIA profits. The analyst repeated an external classification and a $ 190 target.
“NVIDIA remains the favorite platform for super players. The durability and breadth of its ecosystem for the development community puts it 5 to 10 years from anything else on the market. AMD (AMD) and Lipacis has explained far #2 and #3.
Fears about NVIDIA are not baseless, however.
China-based Deepsek surprised the markets in late January after the unveiling of the RI, an artificial intelligence model that he says gives Chatgpt-asque at a cheaper price. RI costs $ 5.6 million to build a basic model, compared to hundreds of millions of dollars incurred by US -based companies such as Openai and Anthropic.
Fears were installed immediately that American companies are spent on Amnesty International’s infrastructure, which includes NVIDIA chips.
“The traditional wisdom over the past year was that the training of amazing models would be possible for a few companies,” Sridhar Ramaswamy, CEO of Snouflake, said to me. “What Dibsic did over the past few weeks is to break this belief by saying that they can train a model for $ 6 million.”
Meanwhile, Amazon announced a $ 8 billion partnership with Antarbur to enter the area of artificial intelligence chips, and Google (Google) has dropped a super computer with Amnesty International chip called Willow. With these moves, it is clear that large technology companies want them in the huge market share in NVIDIA. What’s more, Broadcom (AVGO) and Marvell (MRVL) released advanced dedicated chips.
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Lipacis is not alone in maintaining the rise on NVIDIA in its profits, despite the flow of news less of this year. Repeat Vivek Arya from Bank Of America, the chip maker as his best choice for the year 2025 last week.
