Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NVDA -3.67%). In a sense, DeepSeek validated its dominance by announcing its H800 accelerators

Nvidia is touting the performance of DeepSeek’s open source AI models on its just-launched RTX 50-series GPUs, claiming that they can “run the DeepSeek family of distilled models faster than anything on the PC market.” But this announcement from Nvidia might be somewhat missing the point.

Nvidia's position in AI could be challenged by DeepSeek’s efficient models. Learn why NVDA stock might face challenges from the rise of GPU-agnostic AI.