> What is the evidence for a stock market bubble in AI?
Nvidia becoming a bank and having to save / bailout failing AI and semiconductor companies.
There is a reason why Jensen does not want a ban on China for selling his GPUs there:
China will build their own GPUs or AI accelerators for cheap regardless, but they will get there faster if there was an NVIDIA GPU ban.
They are already there on open weight models and Jensen knows that it is only a matter of time until China catches up with GPUs or other AI accelerators.
> What is the evidence for a stock market bubble in AI?
Nvidia becoming a bank and having to save / bailout failing AI and semiconductor companies.
There is a reason why Jensen does not want a ban on China for selling his GPUs there:
China will build their own GPUs or AI accelerators for cheap regardless, but they will get there faster if there was an NVIDIA GPU ban.
They are already there on open weight models and Jensen knows that it is only a matter of time until China catches up with GPUs or other AI accelerators.
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