The bubble must grow
this post was submitted on 19 Nov 2025
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Nvidia
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Nvidia Corporation is an American multinational corporation and technology company. It is a software and fabless company which designs and supplies graphics processing units (GPUs), application programming interfaces (APIs) for data science and high-performance computing, as well as system on a chip units (SoCs) for the mobile computing and automotive market. Nvidia is also a dominant supplier of artificial intelligence (AI) hardware and software.
Nvidia's professional line of GPUs are used for edge-to-cloud computing and in supercomputers and workstations for applications in such fields as architecture, engineering and construction, media and entertainment, automotive, scientific research, and manufacturing design. Its GeForce line of GPUs are aimed at the consumer market and are used in applications such as video editing, 3D rendering and PC gaming. The company expanded its presence in the gaming industry with the introduction of the Shield Portable (a handheld game console), Shield Tablet (a gaming tablet) and Shield TV (a digital media player), as well as its cloud gaming service GeForce Now.
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The bigger they are, the harder they fall. I wonder what their contigency plan is, for when the bubble inevitably pops.
Well, government bailout of course!
Oh yes, of course.
Nvidia shares up. Our economy is going great. Who needs affordable food when stocks are wining.
Wining and dining! 🍷
Everything that goes up must come down. And the higher it goes, the harder it falls.
The question isn’t if Nvidia is making money , because AI fad is still trending... The question is are the company’s that are paying Nvidia for their chips going to get a ROI, and the answer is no.
Nvidia, huang probably hopes to ditch the "losers" before it happens. if the tech ceo is already concerned about the bubble bursting right now,, he must be pretty nervous himself.