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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Faisal Humayun KhanTue, January 13, 2026 at 9:07 PM GMT+1 3 min readIn October 2025, Goldman Sachs estimated that global AI infrastructure investments could reach $3 to $4 trillion by 2030. Nvidia (NVDA) seems well positioned to benefit from the big market potential, and it’s not surprising that NVDA stock has already created immense value.Investors, however, had a phase of anxiety in January 2025 when Nvidia stock plunged by 17%, which translated into a $600 billion loss in market capitalization. This panic was triggered by the launch of DeepSeek, which challenged the dominance of the U.S. in the world of AI. However, the nervousness was short-lived, and U.S. tech stocks have continued to create value after that temporary blip.As SanDisk Eyes Doubling Memory Prices, Should You Buy Red-Hot SNDK Stock?As Netflix Drops 33%, Is NFLX Stock Buy Ahead of Q4 Earnings?As Trump Says He Is ‘Proud’ of Intel, Should You Buy INTC Stock?Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!With DeepSeek expected to launch its next-generation AI model, V4, is a repeat of Jan. 2025 likely?It’s worth noting that DeepSeek’s V3.2 model was released in December 2025. While it outperformed OpenAI’s GPT-5 and Google’s Gemini 3.0 Pro on “certain benchmarks,” the markets were not unnerved. Of course, V4 will have strong coding capabilities, but it’s unlikely to create jitters. Specific to Nvidia, even extreme efficiency of V4 is unlikely to impact the demand for GPUs.Nvidia, headquartered in Santa Clara, defines itself as a global leader in GPU-accelerated computing. The company’s products and platforms are specialized for industries that include gaming, professional visualization, data centers, automotive, and healthcare, among others.With AI being a multi-year growth driver, Nvidia commands a market valuation of $4.9 trillion. For Q3 2026, Nvidia reported revenue growth of 62% on a year-on-year (YoY) basis to $57 billion. For the same period, the company’s operating income was robust at $36 billion.Backed by industry tailwinds, healthy growth, and swelling cash flows, NVDA stock has trended higher by about 12% in the past six months.www.barchart.comIn a recent report, BNP Paribas identified “robotics as a key emerging market in the tech sector.” Further, BNP believes that robotics is “on the cusp of adoption,” and these emerging markets within the tech sector will continue to benefit Nvidia. 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