Nvidia $NVDA just released a statement regarding DeepSeek:

BULLISH!!!

1) GPU Demand: The mention that "Inference requires significant numbers of NVIDIA GPUs" directly implies that there's a sustained or even increasing demand for NVIDIA's hardware. This is positive for NVDA as it underscores the need for their products in the AI…

— DJC (@MarketInvestorX) January 27, 2025