DeepSeek, Stargate, and the new AI arms race

1245.219 - 1267.872 Kylie Robison

And, you know, an expert we talked to in our story was saying, you know, Nvidia was always sort of a bubble. They were always pretty surprisingly overvalued. And this perhaps is just a market correction. When I first saw this news, my take was this was the market's. excuse to level it out and bring some of these valuations down to earth. I think there's two arguments to be made.