Yes, There’s an AI Bubble. No, It’s Not About to Pop.

Countless people have mentioned an AI Bubble and the circular movement of cash between companies everyone and their mom is tired of hearing about: NVDA, OpenAI, Oracle, etc. The biggest piece investors take away from this information is after detecting the bubble, it’ll have to pop, right? Makes plenty of sense on paper, inflated data, the circular funding, the dependencies the big companies have on each other, the list goes on. But I’m here to set the record straight: Yes, there’s an AI bubble. No, it’s not about to pop. As I lay out my reasoning, I believe by the end of the article you’ll agree with me.