Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best is yet to come.

Investors initiated a massive Nvidia stock selloff upon the release of DeepSeek, but here's why the Chinese AI might actually be bullish.