The stock market is unpredictable. Sometimes the bad news stimulates a stock, while the right benefits send it. This is how the market works.
Take NVIDIA, for example. THE The company is still in shock of the upheaval of the AI sector after In depthLast model model earlier this week. Even today, as Nvidia is launching her highly anticipated RTX 5090 and 5080 Graphics cards, its stock continues to slip.
Why could it happen? Let’s take a look.
Delays from the NVIDIA RTX series
There is a strong online demand for new graphics cards from the NVIDI RTX 50 series, but this is not necessarily translated into major sales. This is because Nvidia cannot keep the shelves of stored stores.
Many online retailers exhausted of their supply in a few minutes. Scalper Now sell Nvidia’s graphics cards for a bonus on the secondary markets. Some retailers inform customers to expect months of delays and backorders of RTX 5090 and 5080.
Although the request is there, it is clear that this is not the only reason why the NVIDIA RTX 50 series is impossible to find in stores. Many retailers received Quite low stock market quantities, as Nvidia would have experienced manufacturing problems.
Overall, these problems may not be a reason for a drop in stock. But they indicate why Nvidia could not depend on the version of the RTX 50 series to help too much in its recovery.
Mashable lighting speed
The imminent threat of Deepseek
AI companies based in the United States such as Openai and Nvidia are still in shock from the exit of the startup based in China Deepseek-R1 AI model.
Deepseek would have created an AI model which is at least tied with the latest Openai model. In addition, they say that they have done so with less resources in power of treatment and financing. It would have cost Deepseek less than $ 6 million to create a model on which Openai spent hundreds of millions.
Openai accuses the Chinese competitor in depth to steal data, the internet searches in “irony”
Few companies have benefited from AI’s boom in the United States that Nvidia, which provides American technological companies with treatment power to build their AI models.
Although Deepseek has damaged, the imminent threat is far from over. Deepseek has published additional AI models for Images generated by AI and develops even more advanced models.
In addition, other companies based in China, such as Alibabaannounced their own advanced models which are supposed to be even more powerful than those already available.
Trump’s Taiwan’s pricing threat
Deepseek was not the only thing that struck Nvidia this week.
In a speech earlier this week, President Donald Trump announced a plan intended to move the manufacture of Taiwan computer flea in the United States What is the plan? Prices.
“In the very close future, we are going to place prices on foreign production of computer flea, semiconductors and pharmaceutical products to make the production of these essential goods in the United States,” said Trump in a speech.
“They left us and went to Taiwan,” said Trump, referring to companies like Apple, Qualcomm and Nvidia, who manufacture their chips in Taiwan.
Trump said the price could reach 100%. The prices offered by Trump could skyrocket the price of these products for American customers. In turn, companies like NVIDIA would probably sell fewer products or make a lower profit to compensate for the increase in costs passed on to consumers.