Nvidia Joins the Debt-Fueled Infrastructure Race. Is This AI’s Next Bubble Risk?

Nvidia Joins the Debt-Fueled Infrastructure Race. Is This AI’s Next Bubble Risk?

The post Nvidia Joins the Debt-Fueled Infrastructure Race. Is This AI’s Next Bubble Risk? appeared first on 24/7 Wall St.. The artificial intelligence buildout is entering a new phase. For the last two years, investors focused on soaring chip sales, exploding data center spending, and the race among technology giants to build the computing power needed for AI. Now the financing behind that expansion is becoming just as important as the technolog…

'Exactly how the dot-com bubble burst': A market research firm says keep an eye on this AI warning sign

HENNY RAY ABRAMS/AFP via Getty ImagesAI stock valuations suggest investor fear a slowdown in the data center boom, a research firm says.Sevens Report founder Tom Essaye said an infrastructure spending halt marked the end of the dot-com hype.Examples of stocks with cheaper-than-expected valuations include stalwarts like Nvidia, Micron, and Broadcom. When high-flying tech stocks trade at fairly cheap valuations, as many do now, some investors may …

AI’s Role in Reshaping Miner Strategy: Is It the Way Out?

Bitcoin mining is increasingly becoming less about pure exposure to BTC price moves and more about building a business around electricity, compute supply chains, and AI-related infrastructure. The change is being reinforced by signals from outside crypto, including a report that Nvidia is seeking to raise $20 billion through a bond sale to fund additional AI expansion. At the same time, other parts of the industry are showing resilience or momen…