Nvidia reported its fourth-quarter results after Wednesday's closing bell. Investors and analysts have focused on early sales of the company's new Blackwell line.

Nvidia's quarterly outlook on Wednesday suggested demand from Microsoft , Amazon and other heavyweight tech companies racing to build out AI infrastructure remains robust, though the outcome failed to significantly quell fears of overspending in the booming industry.

Nvidia shares fell Thursday morning, as a somewhat muted post-results session kicked off. The AI chip maker's stock is popular with individual investors and often swings wildly following earnings. But