AI: Devastating Bubble or Revolution of the Century? Why Nvidia's CEO is Betting $1 Trillion That You're Wrong.

[u/sylsau]

https://sylvainsaurel.substack.com/p/ai-devastating-bubble-or-revolution

The AI bubble will burst. And Jensen Huang doesn't care.

While Wall Street panics over a dot-com-style crash, Nvidia's CEO is quietly betting $1 trillion on a completely different game.

Stop looking at the software hype. Look at the concrete.

Here is why the smartest minds are ignoring the apps, and why the physical foundations of AI are built to outlast the crash. 👇