While cheap, powerful AI models are a great thing for companies looking to deploy AI, it's potentially terrible news for Nvidia.

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

While some have recovered, Nvidia (NASDAQ: NVDA) has not. Nvidia's stock is around 20% off its all-time high, thanks to the DeepSeek scare, but I don't think investors should panic sell. Instead, they should consider this a buying opportunity,