Intel former CEO Pat Gelsinger lately made a bold move amid panicked market over AI breakthrough of DeepSeek. The outstanding popularity of the new Chinese AI chatbot tool tumbled stock of Nvidia and Gelsinger believes to have visioned it as an opportunity instead of fearing the disruption. He bought Nvidia shares being confident that the rapid evolution of AI will drive demand for high-performance computing.

The selloff started amid breaking of a news that DeepSeek had developed an advanced AI assistant for just $6 million, which is a fraction of what major AI companies spent for their AI models. Investors feared that this could undercut the dominance of Nvidia in AI chips. However, Gelsinger disagreed to it and argued that making AI cheaper won’t reduce demand, but it will actually accelerate adoption and lead to more AI applications across industries.

He has witnessed similar shifts in technology in his life from PCs to cloud computing and now sees efficiency of DeepSeek as a natural step in the growth of AI. He believes that breakthroughs often come under constraints and does not mean that high-powered computing is becoming obsolete. Training top-tier AI models still requires massive computational power and this ensures that the chips of Nvidia are important.

Gelsinger also warned against restricting AI research and emphasized that open innovation has always driven technological revolutions. He sees AI branching into two distinct paths and thse are efficiency-focused disruptors like DeepSeek and compute-heavy leaders like OpenAI as well as Anthropic.

He said that the AI boom is not slowing down, but it is gradually evolving and the long-term outlook remains strong for Nvidia.