AICoin AI Market Diverges as NVDA Hits Record High While AI Tokens Slump 28%

Nvidia's stock (NVDA) has reached a new all-time high, with shares surging over 13.5% in the past month and its market cap surpassing $3.7 trillion. The GPU giant now stands as the world's second most valuable asset behind only gold, fueled by insatiable demand for its AI-accelerating chips.

In stark contrast, the AI token sector has declined sharply, dropping more than 28% during the same period. This growing divergence challenges the previously observed correlation between Nvidia's performance and AI-focused cryptocurrencies, suggesting the 'NVDA effect' may be fading.

While historical trends positioned NVDA as a leading indicator for AI crypto assets, recent market behavior indicates decoupling from traditional equity benchmarks. This development raises critical questions about whether this represents a temporary sector pullback or the maturation of AI tokens as an independent asset class.