Perhaps no stock was more profoundly affected by the news from DeepSeek than Nvidia (NASDAQ: NVDA). In a sense, DeepSeek validated its dominance by announcing its H800 accelerators trained its model for less than $6 million.

In a matter of days, DeepSeek proved to be so popular as to climb to the top of Apple's App Store, surpassing OpenAI's ChatGPT as the most downloaded app. But for owners of Nvidia stock, and stock traders in general, DeepSeek is on track of becoming a black swan — an unexpected event with extreme consequences.

DeepSeek has launched an AI model that was reportedly developed with significantly less computational power than traditional methods. Shares of Nvidia are under pressure amid concerns that DeepSeek's methods may undermine demand for its high-performance GPUs.

Nvidia is touting the performance of DeepSeek’s open source AI models on its just-launched RTX 50-series GPUs, claiming that they can “run the DeepSeek family of distilled models faster than anything on the PC market.

Nvidia RTX series delays. There is a strong demand online for Nvidia's new RTX 50 series graphics cards, but that doesn't necessarily translate to big sales. That's because Nvidia