Venture
fromBusiness Insider
1 week ago2025 was the year of VC FOMO but a 'reckoning' might be coming in 2026.
A potential market correction threatens heavy seed-stage AI investment despite optimism about AI producing major future winners.
Nvidia is particularly interesting, though, because while those other companies mainly produce software, Nvidia has been making bank by selling the hardware powering the AI industry's explosive ascent. If the AI industry is a gold rush, then Nvidia is selling shovels - and when the shovel seller starts to struggle, everybody gets nervous. Analysts were left perplexed by the selloff, casting around for specific causes.