Despite surging demand for Nvidia's products, there remains a persistent gap between how much big tech companies are spending on data centers and other computing infrastructure and the profits being slowly generated by the end products of AI, said Naveen Chhabra, principal market analyst at Forrester, a research firm.

"Businesses are having a tough time bringing AI into production, and that won't change overnight," Chhabra said. "There's a burgeoning gap between the investment in AI and the business value of it. The more it grows, the more troublesome it is. If AI projects don't deliver to the current expectations that businesses have, they will abandon those projects."

In order to narrow that gap on the global level, the market needs to see more examples of enterprise AI tools that produce positive returns on investment. "That's what will improve the optimism, the positivity about the potential of AI," Chhabra said.