Yes, AI Is A Bubble - Why Nvidia Will Still Be The Last One Standing

About a week ago, I think it was Thursday, I woke up and opened my Seeking Alpha app, which is usually my morning routine, and a giant flashing orange ticker tape was staring at my faceI’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical, and over the years, my writing on software infrastructure, AI systems, and cloud tech ...