Saturday, 7 February, 2026
Nvidia Supplier Executive Rejects AI Bubble Fears Citing Strong Foundational Demand

A senior executive from a key Nvidia supplier has dismissed concerns that the artificial intelligence sector is a financial bubble. Emphasizing that AI growth is driven by real-world utility and massive infrastructure investment, the executive noted that demand for high-performance chips remains robust across industries. This perspective reinforces confidence in the sector's longevity, suggesting that current spending reflects a fundamental shift in global computing.
Read full story at Economic Times