Nvidia’s (NVDA, Financials) Blackwell GPUs continue to experience strong demand, with supply struggling to meet orders despite concerns related to DeepSeek.
Wedbush analysts claim that consumers of corporate artificial intelligence are keeping their AI deployment plans without delays or changes linked with DeepSeek.
Lead by analyst Daniel Ives, Wedbush claimed after conversations with corporate artificial intelligence buyers that demand for Nvidia’s next-generation processors is still strong. Customers are giving secure allocations top priority and are not ready to risk losing their line of business, therefore supporting the company’s leadership in that field.
The investment company projects that, in 2025, 10% to 15% of IT spending would go toward artificial intelligence, therefore indicating ongoing industry growth. Often referred to as the Magnificent Seven, capital expenditures from big technology businesses are expected to increase by $100 billion, to $325 billion next year.
Wedbush pointed out that basic hyperscale AI implementations are becoming more and more important in IT organizations. As they grow activities, companies such Microsoft (MSFT, Financials), Amazon (AMZN, Financials), and Google (GOOG, Financials) are emphasizing software-driven AI applications.
Although geopolitical concerns between the US and China still exist, Wedbush sees no major obstacle to AI acceptance in current trade dynamics. Rather, the company observed that, against certain market worries, the DeepSeek scenario has increased AI investment approaching 2025.
With demand for its GPUs projected to continue as companies concentrate more on artificial intelligence projects, Nvidia remains a major benefactor of continuous AI adoption.
This article first appeared on GuruFocus.