Every day that the stock prices of semiconductor champion Nvidia and the tech giants fail to regain mid-year peaks, questions rise about the stability of the AI bubble.
Political uncertainty around the U.S. election and global dynamics like Trump's stance towards Big Tech and Taiwan add to the apprehensions of a potential sell-off in AI-related stocks.
Despite concerns about AI reaching its peak with existing models hoovering up most internet data, historical patterns suggest doubters may end up like those who underestimated the future of businesses like Amazon.
The generative AI revolution reignites the analogy of 'data is the new oil,' emphasizing the enduring value potential of AI despite current skepticism.
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