Among the companies benefiting from artificial intelligence (AI) entering the mainstream are semiconductor giants Broadcom ( AVGO -0.11%) and Nvidia ( NVDA -3.10%). The arrival of AI supercharged sales for both businesses as customers sought the necessary hardware and software to implement AI into their organizations.

Nvidia stock has been on a disappointing run since its earnings last week but the good vibes looked set to return in a holiday-shortened session Friday.

The chipmaker has already been a huge winner, but investors may be overlooking a crucial detail that's hiding in plain sight.

Analysts have been busy updating their discounted cash flow models and price targets for Nvidia (NVDA) after the most important AI company in the world failed to give the sort of blow-out revenue guidance Wall Street has come to expect.