What Can Nvidia Do to Get Investors Excited Again?: Explainer

The only thing harder than creating the world’s most valuable company? Staying on top.

Nvidia Corp. continues to deliver on all fronts, and its profit growth is the envy of the chip industry. Yet somehow that’s no longer enough. The company’s share price has trailed far behind other semiconductor makers this year as investors went in search of more overlooked beneficiaries of the ongoing artificial intelligence boom.

Chief Executive Officer Jensen Huang showed a hint of frustration in Taiwan when he told a gathering of investors that only “crazy” people would question the returns from AI. Lately, announcements by Nvidia ...