The changing technological landscape has boosted a broad cross-section of stocks this year, but one of the biggest beneficiaries has been Nvidia (NASDAQ: NVDA). Dismal macroeconomic conditions stunted the sale of gaming chips last year, weighing on the company's results. More recently, however, improving conditions have boosted the tech sector, suggesting a recovery is on the horizon for one of Nvidia's biggest breadwinners.

Further fueling the company's rebound was the latest advancements in the field of artificial intelligence (AI). Improvements in large language models (LLMs) and generative AI resulted in the development of ChatGPT, a next-generation chatbot that showed just how far AI had come. This drove accelerating demand for the underlying technology and the semiconductors used to power it, which sent Nvidia stock soaring.

But a report emerged this week that could put Nvidia's ongoing recovery in jeopardy.

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Source Fool.com