I guess we will know (or at least have the indications) whether AI hype can be sustained until AI becomes a real thing. Big risk here is a very heavy investment in a future promise, nothing less. AI as it is now falls very short of what everyone is betting on. If AI balloon bursts early for any reason, including failure to bridge hype and the actualization of the AI concept as a profitable and reliable tool, it will break Nvidia stock but also make ripples across the markets. Let alone the setbacks that would create for actual R&D.
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