The stock market is unpredictable. Sometimes, bad news increases an action, while good profits send it to fall. This is how the market works.
Take Nvidia, for example. The company is still recovering from the Sector of the AI ​​sector after the last launch of Deepseek earlier this week. Even today, as Nvidia launches its long -awaited RTX 5090 and 5080 graphics cards, its stock continues to slide.
Why could this be happening? Let’s take a look.
NVIDIA RTX series delays
There is a strong online demand for new NVIDIA RTX 50 series graphics cards, but that does not necessarily translate into large sales. This is because Nvidia cannot keep the shelves of the supplied stores.
Many online retailers exhausted of his supply in minutes. Coating They are now selling NVIDIA graphics cards for a premium in the accessories market. Some retailers report customers who wait months of delays and backorders of RTX 5090 and 5080.
Why Deepseek is reaching technological actions, including Nvidia
While demand is there, it is clear that it is not the only reason why the NVIDIA RTX 50 series is impossible to find in stores. Many retailers received According to reports, quite low stock amounts, since Nvidia experienced manufacturing problems.
In general, these problems may not be a reason for an action to fall. But they do point out why Nvidia could not depend on the version of the RTX 50 series to help too much in their recovery.
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Deepseek’s imminent threat
The US-based companies in the USA.
According to reports, Depseek created an AI model that is at least along with the latest OpenAi model. In addition, they say they did it with less resources in the processing power and financing. According to the reports, it cost Deepseek less than $ 6 million to create a model that Operai spent hundreds of millions in.
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Few companies have benefited from the AI ​​boom in the US that NVIDIA, which provides US technology companies with a processing power to build their AI models.
Although Depseek has caused its damage, the imminent threat is far from finishing. Depseek has launched additional AI models for images generated by AI and is developing even more advanced models.
In addition, other companies based in China, such as Alibaba, have announced their own advanced AI models that are supposedly even more powerful than those that are already available.
Trump Taiwan’s tariff threat
Depseek was not the only thing that hit Nvidia this week.
In a speech earlier this week, President Donald Trump announced a plan for the manufacture of Taiwan computer chips to the US. UU. What is the plan? Duty.
“In the very close future, we will carry out tariffs in the foreign production of computer chips, semiconductors and pharmaceutical products to return the production of these essential goods to the United States,” Trump said in a speech.
“They left us and went to Taiwan,” Trump said, referring to companies such as Apple, Qualcomm and Nvidia, who manufacture their chips in Taiwan.
Trump said the rate could be as high as 100 percent. Trump’s proposals could make the price of these products shoot for American customers. In turn, companies like NVIDIA would probably sell less products or obtain a lower gain to compensate for the increase in the cost transmitted to consumers.