Nvidia Claps Back at DeepSeek with $25M Wager… Traders Run to Self-Driving Stock

Nvidia seems to be bouncing back from the DeepSeek AI fiasco… probably with Sal or Murr whispering in their ear like an Impractical Jokers stunt, hoping to tank the stock for a quick laugh. But joke’s on them..,Nvidia has surged 16% since that one-day 20% wipeout. And now, they’re making a move into self-driving cars.

Maybe Nvidia saw Tesla’s latest ‘full self-driving’ attempt and thought, “We can probably do better than a car that panic stops for shadows.” Or maybe they caught wind of the DeepSeek/BYD news and decided they weren’t going to let China have all the fun. Either way, Nvidia just made a big move into autonomous driving tech, investing $25 million into China’s self-driving startup, WeRide.

Nvidia revealed in a recent filing that they now own 1.7 million shares of WeRide, a company that’s been pumping out robotaxis, autonomous minibuses, and even self-driving street sweepers. The market reacted like Nvidia just cured cancer… WeRide’s stock is up 99% so far today.

And that’s not all. Nvidia also tossed $33 million at Nebius Group, an AI infrastructure firm, while cutting its stake in Arm Holdings by 44%. Clearly, Jensen Huang and his crew are reshuffling their chips (pun intended), investing big in AI-powered autonomy and cutting loose some dead weight (sorry, Serve Robotics and SoundHound AI… you’re on your own now).

As you know, the self-driving industry has been a financial minefield, where billions have been blown up and working products remain elusive (just ask Waymo, who’s lit $11 billion on fire since 2020 and still doesn’t have a profitable robotaxi fleet). Even Tesla, the reigning king of “we swear full self-driving is coming,” still hasn’t figured it out.

But Nvidia isn’t exactly new to this. They’ve been powering Tesla’s FSD chips and selling their DRIVE platform to automakers for years. The WeRide investment signals that they’re no longer content being the chip supplier… They want to be the producer and supplier (like Walter White in Breaking Bad).

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Stock.News has positions in Tesla.