Markets

Nvidia’s rally turned rout may have drawn most of the spotlight, but some investors suspect there was something else driving today’s risk-off mood.

Data centre operators such as Macquarie Technology and DigiCo are feeling vindicated, but ASX-focused fund managers warn that the ingredients for an AI bubble are still in place.

CEO Will Lopes said the high-flying company is on track to turn a bottom-line profit in as soon as 18 months with some key metrics pointing in the right direction.