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Are We in an AI Bubble or Witnessing a Structural Transformation?
英伟达英伟达(US:NVDA) Medium·2025-11-18 12:14

Press enter or click to view image in full size“A small seed that stood its ground”Are We in an AI Bubble or Witnessing a Structural Transformation?The 3TrillionQuestionThatsKeepingBoardsAwakeatNightInJune2024,Nvidiabrieflybecametheworldsmostvaluablepubliccompany,surpassingamarketcapitalizationof3 Trillion Question That’s Keeping Boards Awake at NightIn June 2024, Nvidia briefly became the world’s most valuable public company, surpassing a market capitalization of 3 trillion. For context, that’s larger than the entire GDP of the United Kingdom. The company’s data-center revenues, predominantly AI chips, grew more than fivefold year-on-year, a rate ...