Nvidia’s “new normal” doesn’t look that bad

But in a market awash in waves of AI hype, even the industry’s biggest ship can be jostled.

Nvidia is now the only public company with a market cap exceeding $4 trillion. 

That sets an awfully high bar that even strong numbers don’t always meet.

More than two years after the launch of ChatGPT set off an explosion of AI investments, Nvidia remains the undisputed leader in the types of chips needed to power generative AI services

Wall Street Journal 2 August 2025

https://www.wsj.com/tech/ai/even-nvidia-has-speed-limits-fc801b89


Why Is Nvidia the King of AI Chips, and Can It Last?

https://englundmacro.blogspot.com/2025/08/nvidia-rekordkvartal-resultat-per-aktie.html


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