Nvidia reported strong earnings and forecasts Wednesday, in what analysts saw as a clear signal for continued spending on AI infrastructure. Less clear, however, is whether the results can dispel fears of an AI bubble in markets. Fears have grown in recent months that massive investment in AI by major tech companies could outpace realistic returns, leading some industry insiders and analysts to predict an AI bubble. While Nvidia 's earnings are widely viewed as an important gauge of the AI industry's health, some analysts warn that its performance doesn't tell the whole story. "I think a lot of people will be relieved, but they really didn't need to worry about Nvidia heading [into earnings] anyway," Gil Luria, head of technology research at D.A. Davidson, told CNBC on Thursday. Concern ab

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