2 Reasons to Buy Nvidia Stock in the Wake of DeepSeek
After soaring more than 800% over the last two years, shares of Nvidia (NASDAQ: NVDA) have stumbled out of the gate in 2025. Sentiment worsened after China's DeepSeek claimed it built an advanced large language model at a very low cost. This raised uncertainty about the demand for Nvidia's graphics processing units (GPUs) used for AI research. Its data center GPU business comprises over 80% of its total revenue.However, since the DeepSeek news surfaced in January, some of Nvidia's top customers have reported earnings results and provided their outlook for technology investment this year, and it points to a growing appetite for AI chips. Here are two reasons to buy Nvidia stock on the dip.Cloud service providers comprised about half of Nvidia's $30 billion in data center revenue in the company's fiscal third quarter ending in October. The leading cloud provider is Amazon, and it's not slowing down investment in technology.Continue reading
After soaring more than 800% over the last two years, shares of Nvidia (NASDAQ: NVDA) have stumbled out of the gate in 2025. Sentiment worsened after China's DeepSeek claimed it built an advanced large language model at a very low cost. This raised uncertainty about the demand for Nvidia's graphics processing units (GPUs) used for AI research. Its data center GPU business comprises over 80% of its total revenue.
However, since the DeepSeek news surfaced in January, some of Nvidia's top customers have reported earnings results and provided their outlook for technology investment this year, and it points to a growing appetite for AI chips. Here are two reasons to buy Nvidia stock on the dip.
Cloud service providers comprised about half of Nvidia's $30 billion in data center revenue in the company's fiscal third quarter ending in October. The leading cloud provider is Amazon, and it's not slowing down investment in technology.
