There’s more good news. The South Korean government announced plans to acquire 10,000 graphics-processing units as it looks to build a national AI computing center. That include

DeepSeek hasn’t sunk Nvidia’s prospects for a big year. But more-grounded hopes should still prove advantageous to the artificial-intelligence giant as it navigates a tricky road ahead. The panic sparked by the Chinese AI startup’s revelations last month cost Nvidia nearly $750 billion in market cap in a little over a week’s time.

Nvidia's rally faces a threat from tariffs on chip imports. Talks over a potential deal to split Intel could lessen the risk.