Nvidia's clients aren't the only ones that need to take all their eggs out of one basket. The chipmaker is also alarmingly reliant on the generative AI opportunity. Data center sales (which include high-end AI chips) represented a whopping 88% ($115.2 billion) of 2024 sales. And the company will need to diversify over the coming years.

U.S. stock futures tick lower ahead of this week's Fed meeting, the Nvidia GTC conference opens, and gold is in focus after the precious metal tops $3,000. Here's what investors need to know today.

Nvidia stock was falling early Friday. A downbeat market mood looked to be outweighing the confidence instilled in its technology by the chip maker’s GTC developers’ conference. Nvidia shares were down 1.