Nvidia AI Outlook: Can the Chip Giant Sustain Its Dominance?

Nvidia remains at the centre of the artificial intelligence boom, but markets are beginning to question how much further the chipmaker can run after a period of extraordinary growth.

At its latest annual conference, chief executive Jensen Huang laid out an ambitious vision for the company’s future. He positioned Nvidia as the backbone of the global AI infrastructure buildout, forecasting that its latest generation of chips could generate up to $US1 trillion in revenue by 2027.

Yet despite the scale of that opportunity, the market reaction was restrained. Nvidia shares rose modestly before fading, suggesting investors may already be. . .