Nvidia on Wednesday delivered a revenue projection that exceeded expectations, and CEO Jensen Huang declared that "the agentic AI inflection point has arrived," providing more fuel for AI bulls. Why it matters: Debate is swirling over the sustainability of the booming AI economy — and Nvidia is positioned squarely at the center of it.

Wall Street ended higher on Wednesday, extending its tech-led rally and touching two-week highs as worries over artificial intelligence disruption and costs took a back seat to renewed optimism over t...

The phenomenal growth transformed Nvidia from an under-the-radar chipmaker valued at less than $400 billion at the end of 2022 to an AI bellwether now valued at nearly $4.7 trillion.