Nov 12, 2025
3 min read
Artificial intelligence is pushing stock markets, especially chip giant NVIDIA, to record highs.But is there a threat of another speculative bubble like the dot-com era?November 11, 2025
Nvidia stock between hype and reality: VC founder sees difference from dotcom bubble
Artificial intelligence is driving stock markets to record highs - especially chip giant NVIDIA.But is there a threat of a new speculative bubble like the dot-com era?
quotes in this article
• Expert sees a bubble around shares of NVIDIA and Co.
• VC founders see clear differences in the dotcom era
• Real income instead of pure visions
Now the crash drivers record the nose, and industries as this level record, the billions trom com think that the history of the bubble is repeating yourself.Some explores have already warned that the broken investment company, Magnuvelinde, made the situation more relaxed.
Expert explains: The AI hype surrounding NVIDIA stock is not a bubble
"I certainly don't think we're in a bubble," he told CNBC's "Valley" podcast in addition to his assessment of several factors.His central argument: the rapid and real use of the moon in the business environment.According to Grayman, AI will be integrated into business processes much faster than previous technologies, such as the decade-long shift to cloud computing.
Today, Ayston is "on the agenda" of many company executives, whether in India or in US 500 airlines.
Real sales instead of visions: AI companies deliver
While many Internet startups had almost zero sales at the turn of the millennium, today's growth in AI is based on real profits.“What makes this a little different than a bubble and a lot different than a dot-com is that a lot of this growth is driven by real sales,” Grimeland said on the CNBC podcast.he said.
An OpenAI spokesperson told CNBC that the company has reached about $10 billion in annual recurring revenue (ARR) by June 2025. That's revenue that's fixed over a twelve-month period.
Young AI companies like Antler portfolio company Lovable have also shown impressive growth: The startup, which builds apps and websites using AI, passed the $100 million ARR mark after just eight months, according to the company.
Consumers drive growth: Big tech companies under pressure
One difference from the DOT-COM era is the speed with which consumers are using artificial intelligence.Internet behavior is changing rapidly.Grimalek told CNBC, "A year ago, 100% of my searches were on Google. That's how AI offerings like chatgpt are already aggressively penetrating the daily web.
Even so, Greymand sees opportunities for smaller vendors: "The winners of the month are the current platform providers, not necessarily these big, established companies."Antler Founder, Chinese startup Lebeck, is developing models such as Open Soccer and Moon, which will create AI models in the future, which will take a large market share in the future.
Breakthrough from the dot-com era: Will AI continue to be a growth factor with substance?
Despite the high valuations and huge capital inflows, Grimeland doesn't believe in speculative overheating. While there is a "tremendous" amount of money flowing into AI-related companies at "bogus" valuations, that's typical of the beginning of an investment cycle. "In the end... the opportunity in this space is far greater than the investment in it," he said on the podcast.
It remains to be seen how the Moon market will develop in the coming years, but in Grimand's case, the real opportunities outweigh the short-term risks.
Betneider Community / Editorial team
This message is for informational purposes only and is not investment advice. GmbH makes no claims for assistance.
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An article about the NVIDIA group
Review of Nvidia Corp.
|Date |Ranking |Analyst ||
|10.11.2025 |NVIDIA Acquisition |UBS AG ||
|29.10.2025 |Become NVIDIA |UBS AG ||
|29.10.2025 |NVIDIA FAVOLFFORMS |Bernstein Research ||
|29.09.2025 |NVIDIA Kaupa |Jefferies & Company Inc. ||
|23.09.2025 |Buy NVIDIA |UBS AG |
|Datum |rating |May Sharney
|10.11.2025 |NVIDIA Comprar |UBS AG ||
| 10/29/2025 | Buy Nvidia | UBS Ag ||
|10/29/202/2025 |NVIDIA EXERPERFORS |Bernstein Research ||
|September 29, 2025 |Buy nvidia |Jeffries ||
-23.09.2025 |NVIDIA buys |UBS AG |
|Date |Rating |Analyst ||
|2025/08/20 |Nvidia ຖື |Deutsche Bank AG ||
|10.01.2025 |Nvidia |Deutsche Bank u |||
|November 21, 2024. |NVIDIA holds |DZ BANKA ||
|21.11.2024.|NVIDIA Eclipse |Deutsche Bank AG ||
|08/29/2024 |Nvidia |Deutsche Bank AG |
|Remote |Rate |Analyst ||
|04.04.2017 |NVIDIA Underweight |Pacific Crest Securities Inc.||
|24.02.2017 |Nvidia Down |BMO Capital Markets ||
|23.02.2017 |Nvidia Aspbin ||
| 14.01.2016 | Nvidia Underweight | Barckgets Capital ||
|July 26, 2011 |NVIDIA's poor performance |Needham & Company, LLC |
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