The DeepSeek sell-off triggered a whirlwind of analyst opinions.

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JPMorgan’s Sandeep Deshpande warns of AI overhype, suggesting DeepSeek’s efficiency might reduce demand for costly GPU clusters. Jefferies’ Edison Lee echoes a potential capex slowdown for 2026. Meanwhile, Bernstein’s Stacy Rasgon calls the panic overdone, maintaining strong ratings on Nvidia and Broadcom.

Citi’s Atif Malik emphasizes U.S. chip access as a lasting edge, despite challenges to dominance. Raymond James’ Srini Pajjuri questions GPU necessity if DeepSeek’s efficiency gains prove revolutionary. Conversely, Cantor’s C.J. Muse sees this as bullish for compute demand, urging investors to buy Nvidia on market dips.

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