Is the threat of China exaggerated in artificial intelligence? Nvidia breaks records

Nvidia, a chip manufacturer, has recovered its losses since the process began with DeepSeek. The company’s shares have risen by 26% since February. Analysts noted that investors have started to believe that the threat of China is being exaggerated. American chip manufacturer Nvidia has recovered a significant portion of its losses from the sales frenzy initiated by the Chinese artificial intelligence, DeepSeek. Nvidia shares rose by nearly 1% yesterday to $139.40. This made NVDA shares reach the highest level in four weeks. The company’s shares reached a peak at $153 on January 10. The expectations that DeepSeek’s low-cost artificial intelligence would require fewer chips increased. This situation led to a sharp decline in Nvidia and fell to $113 on February 3. Nvidia, which started to recover after purchases at this level, is approaching its peak again. The company’s shares recorded a 26% increase between February 3 and March 18. Analysts noted that investors have started to believe that the threat of artificial intelligence from China is exaggerated. Bank of America (BofA) updated its target price for the company’s shares to $190, highlighting new plans to increase spending on artificial intelligence. The European Commission announced an investment of 200 billion euros in artificial intelligence infrastructure, while France stated it would invest 109 billion euros.