Nvidia may have been the subject of speculators during a crisis involving DeepSeek

The recent devaluation of Nvidia’s actions may have been driven by discovered During the DeepSek crisis, as speculated by Louis Navevelier, Director of Investment at Navellier & Associates.

In a podcast, Navellier quoted that the narrative around DeepSeek, a Chinese AI company that is failing to meet expectations, was used to justify the negative impact on Nvidia and other technology companies.

Deepseek: Promises and controversy

Deepseek, presented as a cheaper and more efficient alternative to OpenAi and ChatgPT, announced its technology during NFL playoffs at a time of low liquidity in markets. According to Navellier, this timing choice may have been deliberate to maximize the impact of pre-market sales.

However, Deepseek operations presented significant failures, with reports of Cloud Instabilities and performance lower than expected. Jason Bodner, founder of Mapsignals, added that the company initially reported having used only $ 5.6 million to train its model, but analysts now estimate that the actual cost may have reached $ 500 million – a higher value than others industry leaders, such as OpenAi.

Costs can be explained by the use of robust structures, such as the supposed integration of 50,000 GPUS Nvidia, revealed by industry experts. In addition, rivals like Moore Threads highlighted the excellence of its GPUs in AI training, adding even more complexity to the competitive scenario.

Deepseek’s narrative as a more efficient solution collapsed with instability reports, raising suspicions of sales handling discovered

Discovered sales: strategy or manipulation?

Bodner has hypothesized that DeepSeek may have been used as a coordinated strategy, with speculators taking advantage of the moment of little liquidity to generate significant falls in Nvidia’s value of shares.

As the discovered sale is prohibited in China, he suggests that the episode may have been a move planned by international investors to profit from markets where the practice is allowed, such as the US.

This theory adds to growing criticism of the impact of unqualified ads from China, which, according to Bodner, often have the approval of official government channels, making transparency difficult.

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Perspectives for the coming months

Although Nvidia has faced swing in the market, its position as a leader in GPUS production remains strong. Recently, Benchmarks showed the impressive performance of GeForce RTX 5090demonstrating your ability to run models like DeepSeek R1.

Still, the AI ​​sector competition is increasingly fierce, with players such as Moore Threads and other Chinese giants challenging the domain of companies such as Nvidia and AMD.

Fonte: Wccftech