One of the biggest stories from last week underscores just how critical AI has become—not just for Silicon Valley, but for America’s national security.

Nvidia (NASDAQ: NVDA) is known for its dominance in artificial intelligence (AI) chips, holding about 80% of the market. The company sells the world's most expensive AI chips -- or graphics processing units (GPUs) -- but customers are willing to pay the price thanks to these products' top performance.

DeepSeek stunned the tech world with the release of its R1 "reasoning" model, matching or exceeding OpenAI's reasoning model for a fraction of the cost.

While some have recovered, Nvidia ( NVDA 5.21%) has not. Nvidia's stock is around 20% off its all-time high, thanks to the DeepSeek scare, but I don't think investors should panic sell. Instead, they should consider this a buying opportunity,