One signal

The case for an AI-market bubble is gathering more than one kind of worry: funding costs, regulation and data-centre spending are now joined by scrutiny of Nvidia chief Jensen Huang, argues AJ Bell investment director Russ Mould.

Mould’s view, published by IFA Magazine, is that investors may see the controversy as another reason to question lofty expectations. That is a market argument, not evidence that an AI crash is coming. The useful point is how quickly concerns about one company can be folded into a much wider debate about AI investment. A bubble call is easy to make after prices fall. What evidence would persuade you the AI boom has gone too far?

Discuss: What evidence would persuade you the AI boom has gone too far: weaker returns from AI spending, falling share prices, or something else?

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