Nvidia is part of an AI bubble that is unsustainable due to massive infrastructure costs exceeding current revenue.
Source Post
AI Bubble Now Worse Than Dot Com Bubble (Here's Why)
George GammonOct 2, 2025
The creator argues that the current AI bubble is worse than the dot-com bubble, using an analogy of a student taking on massive debt for an education that doesn't guarantee a high-paying job. He highlights that companies like OpenAI, despite potential future revenue, are facing immense infrastructure costs (trillions of dollars) that far outweigh their current earnings ($12 billion annual revenue), making the math unsustainable for investors.
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