This may lead to greater sales of Nvidia's latest GPUs as they can maximize inferencing performance. The company's new Blackwell architecture will give test-time scaling -- a technique that allows a model to think over a problem -- on models like DeepSeek R1 "a giant boost," Nvidia says.

Nvidia crossed below its 200-day moving average this week for the first time since 2023. Analysts say the correction could deepen.

The chip maker's shares were falling with the wider market after the U.S. president said he intends to impose levies on imported semiconductors.