Why investors are worried about Nvidia despite Jensen Huang's $500 billion deals

Nvidia's recent massive deals worth $500 billion have sparked investor worries. Analysts are concerned the AI ecosystem is becoming too circular and self-reinforcing. Nvidia shares recently fell, and credit-default swap prices spiked, indicating market jitters.

Hyperscalers like Microsoft and Amazon are set to report earnings this week. Investors will closely watch their capital expenditure guidance for clues.