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{"title":"Why AI Bubble Worries Are Growing","content":"Jensen Huang, CEO of chip leader Nvidia, has become the poster child for AI-driven market euphoria: his company’s stock roughly tripled in two years. On an earnings call he quickly pushed back against talk of an AI bubble, saying Nvidia sees something very different. That defensive posture is common — many with the most to gain insist critics are misreading the moment. White House adviser and investor David Sacks has called this an “investment super-cycle.” Ben Horowitz pointed to demand forecasts that, in his view, don’t fit a bubble narrative. JPMorgan’s Mary Callahan Erdoes called AI spending revolutionary for corporate operations rather than speculative.

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