NVIDIA launched Blackwell 2 in November, an engineering high that promised 10x the efficiency of the previous year. However, the market hit a “low” as rumors of an AI bubble began to circulate. Investors started questioning the ROI of trillion-dollar compute clusters, leading to a temporary correction in tech stocks. The “Big Players” were forced to pivot their messaging from “scale at all costs” to “tangible revenue generation” to keep their shareholders from panicking.