Is there an AI bubble? Nvidia's earnings tamp down concerns #tech

I'm curious what you say to people who look at valuations of these companies, including Nvidia, and worry that we're in danger of finding ourselves in in a bubble. What's your response to them. >> My response is, I asked the CEOs, and here's their answer.That the balance sheets now are different to what they were in the com bubble that they see actually useful software being sold generating actual revenues. And one CEO told me the other day, namerop, it was Chuck Robbins of Cisco. This is existential for ma ...