Are we really even debating that the AI bubble has burst 🫧? AI & related infrastructure stocks, peak to today: (Reminds me of 2021 ZIRP names) $CIEN -40% $COHR -42% $CEG -43% $ALAB -60% $HPE -37% $ANET -42% $AMD -42% $NVDA -29% $ASML -40% $VST -41% $SMCI -67% $VRT -50%
$NVDA is now trading at a ~50% to ~100% discount relative to its 10-year average. Makes sense if we're at the end of the AI cycle. Are we? https://t.co/m4CAK43eqk https://t.co/ymwc5warI5
💰 Apple’s $1 Billion AI on NVIDIA🚀 Apple is making a bold pivot, dropping $1B on Nvidia servers to supercharge its generative AI push — teaming up with Dell and Super Micro to build a cutting-edge AI infrastructure after falling behind in the race. ⏱️🤖 https://t.co/xBp4QxrdW8
Nvidia Corp. is exploring new growth avenues in the field of physical AI, with CEO Jensen Huang highlighting robotics as a significant future market. This comes as Nvidia's stock has experienced a 20% dip in 2025, despite its strong position in the GPU market, which is crucial for AI technology. Nvidia's valuation has soared from $360 billion to nearly $4 trillion, showcasing its meteoric rise. The company's AI chip business reported a robust $35.6 billion in revenue in the last quarter, significantly outpacing its software and services sector. Nvidia is also nearing a deal to acquire a GPU reseller for several hundred million dollars, further solidifying its market position. Amid discussions about the sustainability of the AI market, some analysts question whether Nvidia could face challenges similar to those experienced by Apple after the iPhone's peak, as demand for AI-GPU upgrades may plateau. The broader AI industry is also under scrutiny, with concerns about an AI bubble potentially bursting, as evidenced by significant stock declines in related companies. Nvidia's stock is currently trading at a 50% to 100% discount relative to its 10-year average, and some predict it could fall back to $90.81. In a related development, Apple Inc. is reportedly investing $1 billion in Nvidia's servers to bolster its generative AI capabilities, signaling a strategic move to catch up in the AI race. This investment involves around 250 racks or 18,000 GPUs, in collaboration with Dell and Super Micro, though some analysts believe this move alone may not significantly advance Apple's AI ambitions.