Microsoft would likely weather a halt in AI investments better than companies whose revenue is primarily from data center spend.
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AI Bubble Risk: Can AI Stocks like $MU and $NVDA Survive a Black Swan Event?
Sep 3, 2026
The creator discusses the potential risks of AI, including the possibility of a black swan event caused by AI models and the subsequent government intervention or halt on AI investments. The discussion explores how different AI-related companies like Nvidia, AMD, Micron, and others would be impacted by such a scenario, considering their current valuations and revenue streams.
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Apple would likely weather a halt in AI investments better than companies whose revenue is primarily from data center spend.
Nvidia would likely be impacted heavily by a halt in AI investments, though its current high valuation might offer some buffer.
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