‘A dark day’: Jensen Huang’s sex drive threatens to pop the AI bubble, and the industry isn’t sure what’s next

Nvidia shares fell sharply after CEO Jensen Huang’s comments on AI demand and spending unsettled investors, with the stock’s double-digit percentage drop rippling across semiconductor and AI-linked names. The selloff raised concerns that the market’s AI valuation premium may be unsustainable if the sector’s most prominent leader cannot reassure investors about growth. Nvidia, the bellwether for the AI trade, saw its remarks scrutinized for signals on data-center demand and capital spending by major customers. Investors will watch upcoming earnings from Nvidia and Big Tech hyperscalers for confirmation that AI infrastructure budgets remain intact.