New AI Bubble Warnings, Google’s Comeback & Nvidia’s China Threat

Investors and tech executives are raising fresh alarm bells over the escalating hype in artificial intelligence, warning that the current boom may be veering into bubble territory. While Alphabet Inc.’s renewed push into AI—especially through its flagship brand Google—is being touted as a comeback story, the underlying market dynamics suggest caution. Google CEO Sundar Pichai has publicly admitted that the company is not immune to market corrections, acknowledging that “no company is going to be immune” if an AI bubble bursts. Analysts point to inflated valuations, aggressive investments, and a mounting disconnect between hype and returns as red flags. At the same time, Nvidia Corporation—the leading supplier of AI‑computing hardware—is facing a geopolitical hurdle: the growing AI ambitions of China. Nvidia’s CEO Jensen Huang has acknowledged that excluding China’s vast developer base could undermine the U.S.’s position in the global AI race. With China ramping up native AI capabilities amid export restrictions and tech rivalry, Nvidia’s business model and strategic positioning are under pressure. Together, these developments point to a tech sector at an inflection point: one where the allure of AI’s transformative potential is colliding with valuation excesses and geopolitical risk. While Google may be writing its comeback story, and Nvidia remains central to AI’s infrastructure, both companies, and the broader market, could face turbulence if the AI wave doesn’t deliver as expected. #AIinvestment #TechBubble #GoogleAI #NvidiaChina #SlimScan #GrowthStocks #CANSLIM