Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.
Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.
Last updated: April 4, 2026, 12:01 PM
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