Merely 27 days after NVIDIA's market capitalization soared past the US$5 trillion mark, investors have started to cast doubt on the genuine demand for AI computing capabilities and the feasibility of achieving satisfactory returns from AI investments. During an internal meeting held a week prior, NVIDIA's CEO, Jensen Huang, acknowledged that although the company's performance has been remarkable, the market's expectations for NVIDIA are unreasonably elevated, pushing the company into what he described as a 'lose-lose scenario.'
