The nuance here is that the dot-com bubble was defined by abundance — too many companies, too much capital, and too many competing investment ideas. Meanwhile AI, at least so far, offers a story of scarcity built almost entirely on a single company.

However, Huang's extensive lobbying paid off. Nvidia agreed to a 15% revenue-sharing agreement with the U.S. government, which allowed the company to resume sales of the H20 chip to China. While the deal could weigh on Nvidia's margins, it marks the continuation of a potentially lucrative opportunity, but there's more good news.

NVIDIA (NASDAQ: NVDA) stock is under heat on August 22, 2025. The company has instructed its suppliers, such as Samsung Electronics and Amkor Technology, to cea

Nvidia Corporation's $4T valuation may be unsustainable, with parallels to past bubbles, AI hype concerns, and China's chip sales risks. Click for my NVDA update.

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?

The U.S. market is top-heavy, with Nvidia occupying a bigger weight than any company in modern history. Risks abound, our columnist says.

Two hedge fund managers with a track record for market beating returns sold Nvidia and bought Palantir in the second quarter.