Nvidia's data center revenue is so massive that it dwarfs the potential revenue from AI agents, suggesting the demand for CPUs from AI agents is not a significant growth driver for Nvidia.
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I'm WORRIED about THESE AI Chip Stocks | Agentic AI Risk
Sep 30, 2026
The creator expresses concern about the current valuations of AI chip stocks like AMD and Intel, suggesting that the recent surge may be overhyped due to the excitement around Meta Muse and agentic AI. He argues that the demand for processors might not be as high as anticipated, citing calculations that a single AMD chip could support numerous virtual machines and agents, questioning the need for an exponential increase in processors.
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Intel's stock has tripled this year, a significant increase that the creator suggests might be overvalued due to AI hype.
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