Nvidia Corp says the shift from AI training to inferencing is driving greater GPU demand, contradicting concerns that Chinese startups like DeepSeek could siphon off market share. According to Ian Buck, Nvidia’s VP of Technology and Business Development, the new opportunity for more demand for its graphics processing units outweighs potential threats from rival companies.
Source: https://www.marketwatch.com/story/did-nvidia-just-dispel-the-bear-case-for-its-stock-why-this-analyst-thinks-so-f2620a0c