The blistering stock rally that’s made Nvidia Corp. one of the world’s three most valuable companies is based on a number of assumptions. One is that artificial intelligence applications made possible by its semiconductors will become features of the modern economy.

Nvidia stock fell Tuesday despite signs of strong demand for its next-generation chips coming from its supply chain in Asia.Nvidia shares were down 1% at $115.59. The stock closed down 2% on Monday.Nvidia’s ability to continue its rally has been under question after the company issued underwhelming sales guidance last month.

The artificial intelligence (AI) revolution is just heating up. To raise the stakes in this race, most tech companies with the necessary capital and resources have integrated AI into their existing products or developed new ones.