However, there recently has been one potential warning sign that financial media outlets and investors have keyed in on: CEO Jensen Huang is rapidly trimming his stake in the AI leader. Nearly every day for the past few months, Huang has sold Nvidia stock.

Nvidia CEO Jensen Huang explained how GPU production could continue without TSMC in Taiwan. It wouldn't be as good.

As the majority of Nvidia’s chip production comes from Asia, investors are worried about geopolitical risks that could hurt Nvidia’s delivery and revenue. Huang said Nvidia has the ability to switch to alternative suppliers as it has enough intellectual property.

Speaking to Salesforce CEO Marc Benioff on Wednesday, the Nvidia boss said businesses would encounter AI agents like new employees.

Chief Executive Jensen Huang must be getting this question a lot. He answered it on the company’s earnings call in late August, but his response wasn’t enough to sway Wall Street, as Nvidia shares NVDA headed lower after the report. Huang took another crack at the topic at a Wednesday morning Goldman Sachs event.

Productivity gains and immediate cost savings are the core tenets of Nvidia's ROI pitch to its cloud hyperscaler customers.