No Delays for Nvidia: Jensen Huang Says Rubin Is Right on Track

Nvidia Corporation (NVDA) has spent much of the artificial intelligence (AI) boom proving skeptics wrong. Quarter after quarter, the chip giant has capitalized on the massive rush to build AI infrastructure, cementing its position at the center of one of the biggest technology investment cycles in years. Along the way, NVDA stock has delivered spectacular gains and become virtually synonymous with the AI trade. But keeping that momentum alive is getting harder for the AI darling.

Investors are beginning to look beyond Nvidia’s impressive growth numbers and question just how long the current pace of AI spending can continue. Tech giants are pouring billions into AI infrastructure, rivals are stepping up their efforts to develop custom silicon, and Nvidia itself is operating under exceptionally high expectations. None of this necessarily spells trouble for the company, but it does mean that investors are becoming increasingly sensitive to anything that could threaten its growth trajectory.