Morgan Stanley Thinks The Demand For NVIDIA’s Hopper And Blackwell Chips Remains “Solid,” With DeepSeek Creating “Some Challenges” On The Margins

OSTN Staff

As NVIDIA’s quarterly earnings draw ever closer, Wall Street analysts are churning out their takes on the GPU manufacturer’s prospects with growing regularity. After Citi appreciated NVIDIA’s newfound attractive valuation post DeepSeek-induced swoon earlier this week, Morgan Stanley is out today with its much more bullish take on NVIDIA’s near-term stock price trajectory. As a refresher, China-based DeepSeek recently shocked the global tech sector with its breakthrough R1 model, which is able to more than compete with OpenAI’s o1 model but with just around 1/50th of the typical costs associated with training a complex LLM. However, a new analysis has since […]

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