Market Yawns as Nvidia Reports Record Earnings. Should Investors Be Worried?

Additional launches included the BlueField-4 data processing unit, open models for AI weather forecasting and autonomous vehicles, and expanded partnerships with major cloud providers for Rubin deployment. Sovereign AI initiatives more than tripled to over $30 billion for the year, while enterprise demand for agentic systems was described as “skyrocketing.” The report contained no new major contract wins but reinforced broad-based momentum across customer segments, with no signs of demand softening despite ...