"The bubble will pop any minute now, any second, just you wait" is cope.

Even if AI somehow bucks the trend and stops advancing in leaps? It's still on track to be the most impactful technology since smartphones, if not since the Internet itself. And the likes of Nvidia? They're the Cisco of AI infrastructure.

The dot com bubble popped. It doesn't mean that the internet wasn't successful, just that people got way too excited about extrapolating growth rates.

AI is here to stay, but the question is whether the players can accurately forecast the growth rate, or get too far ahead of it and get financially burnt.

The importance of the Internet didn't prevent the .com bubble from bursting.