NVIDIA will report earnings in just two weeks, and one company has gained bullish despite the recent losses following the development of Chinese artificial intelligence startup DeepSeek. Evercore ISI added chip giants to its tactical outperform list after the February 26 bell on Monday. The company’s name is $190, which means more than 46% rises from the end of Friday. The DeepSeek low-cost open source model has caused concerns over spending and competition in the AI space, with the stock suffering nearly $600 billion in losses, the biggest day and the biggest one, and the stock has taken a hit. Losses of any American company in history. It has performed poorly over the past month, with the S&P 500 falling by more than 1%. NVDA 1 million mountain NVDA, 1 month, and Evercore ISI says investors are worried that DeepSeek’s development will reduce AI demand, but the company is not. “The consensus among the AI communities is that the cost increase of DeepSeek is evolutionary rather than revolutionary, while lower costs/computing cycles or costs/tokens may translate into an increase in demand for these tokens, which may In the development of a “multi-mode” model for images and videos, analysts of the company wrote in a notation to clients on Sunday. Accelerate. Investors have also raised concerns that the shift in AI from DeepSeek has shifted AI computing cycles from NVIDIA’s graphics processing units or GPUs to custom chips called ASICS or application-specific integrated circuits. Although Evercore ISI says ASIC has an impact on a large number of internal workloads, but the company expects external workloads, such as Amazon Web Services’ cloud infrastructure, to be “stayed to be dominated” by NVIDIA. Analysts added: “NVDA remains the top choice for HyperScalers customers.” The platform, the robustness of its software ecosystem and the breadth of its development community make it 5-10 years ahead of anything else on the market. “In addition, Evercore ISI noted that investors are concerned about possible shipment delays for Nvidia’s Blackwell Chips. While this could lead to some large-scale “probably pushing some purchases from NVDA”, the company revealed that demand for the company’s GPUs “still More than supply”. Evercore Isi’s bullish stance on stocks goes with most analysts on Wall Street in a similar view. According to LSEG data, 57 of the 63 analysts have strong buy or buy ratings, while only six The bit has a neutral position. Nvidia’s consensus target is about $172, reflecting a rise of more than 32%. Nvidia’s stock price rose more than 3% on the heel of the tactical call.
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