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Nvidia's Falling Valuation Raises Questions Over AI Profit Growth

  • Infra & Chips
  • Funding & M&A

Nvidia's falling valuation is turning into a test of whether Wall Street still believes the AI chip leader can keep its profit boom running at its current pace. The company is still producing record results, but the market signal is no longer simply about demand for GPUs; it is about how long extraordinary growth can compound before margins, supply, China restrictions and financing risk start to matter.

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