Nvidia has been the big artificial intelligence (AI) winner so far, but these two companies might have better long-term prospects.

AI chatbots are fun, sometimes even useful and, until recently, endowed with the uncanny ability to mesmerize investors and fuel the U.S. stock market.

The popular phrase "reports of my death are greatly exaggerated," an adaptation of a famous Mark Twain quote, is a terrific way to describe Nvidia (NASDAQ: NVDA) after the DeepSeek bombshell (more on this below) sank its stock more than 20%.

The artificial intelligence (AI) ecosystem was rocked recently by news that Chinese start-up DeepSeek had developed a cost-effective and competent large language model on the cheap. That revelation called into question the tens of billions of dollars that are being poured into the buildout of AI infrastructure,

While cheap, powerful AI models are a great thing for companies looking to deploy AI, it's potentially terrible news for Nvidia.

Share prices of Microsoft (NASDAQ: MSFT) were down 6% immediately following its fiscal second-quarter earnings report on Jan. 29. The software leader delivered revenue and earnings that topped Wall Street's expectations,

Artificial intelligence (AI) investing experienced a shakeup at the end of January with the release of DeepSeek's R1 model. This model was reported to have been trained far more cheaply than its U.S.

Most AI compute has been driven by Nvidia chips, and we obviously have a deep partnership with Nvidia and will for as long as we can see into the future,” Jassy said on a cal

Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best is yet to come.

Artificial intelligence (AI) has created tremendous opportunities for investors. Nvidia (NASDAQ: NVDA) has been one of the best-performing AI stocks so far. Demand for its data center chips used to train AI models has sent its shares up over 700% since the end of 2022.