Ask HN: What is the evidence for a stock market bubble in AI?

Should the circular cash flows between the top AI companies, Nvidia, Anthropic, Openai, Google and Meta, be banned because of the systemic risks to the global economy?

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vga1 5 hours ago | parent | next [-]

Number go up

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pestatije 3 hours ago | parent | prev | next [-]

valuation vs earnings...nothing special about this one

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rvz 5 hours ago | parent | prev [-]

> 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.

	▲	locknitpicker 3 hours ago \| parent [-]
		> There is a reason why Jensen does not want a ban on China for selling his GPUs there: You don't need a conspiracy or a bubble theory to understand why a multinational company doesn't want to arbitrarily exclude itself from a market with a population of 1.4B.