Nvidia’s stock plummeted as China’s DeepSeek gained attention for its cost-efficient AI models, but analyst Gene Munster argued the market is overreacting, predicting increased AI infrastructure investment driven by the potential for achieving artificial general intelligence.
Amid Nvidia And Chinese AI Anxieties, Top Analyst Predicts Higher AI Infrastructure Demand Despite Market Jitters: ‘The Market Is Overreacting To DeepSeek’s Success’