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Nvidia Thrives Amid AI Bubble Warnings and Concerns

11/23/2025

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Story summary
  • Nvidia reported strong revenues, easing concerns about an AI bubble.
  • Experts warn rapid data-center expansion and aging hardware could create serious issues.
  • Economist David McWilliams described GPUs as "digital lettuce."
  • Economist David McWilliams predicted a crash in the AI trade.
  • Investor Michael Burry echoed concerns about inflated AI-growth projections, and market shakiness raises questions about the sustainability of U.S. AI investments.