The AI Build‑Out Isn’t Slowing — and NVIDIA Still Sits at the Center of Many Major CapEx Plans

The folks floating around the idea of an “AI bubble” certainly seem smart. While many of them may possess next-level foresight, I wouldn’t look to bet against the revolutionary technology, especially as we begin to get a glimpse of the monetization opportunities.

If you’re not blown away by Anthropic’s Claude Mythos enough to ditch the broad AI bubble belief, perhaps what comes next might be convincing enough to stay invested in the AI trade, as the benefits broaden out across more sectors of the economy. Notably, the big banks look like AI winners that stand to reap real cost savings.

Though a correction or even a bad crash (especially for the parabolic movers) cannot be ruled out, given AI can advance by leaps and bounds, even if share prices on AI stocks don’t, I do think that dismissing all of tech as an AI bubble is to miss the major shifts going on underneath the hood.

Nvidia is still winning big and its latest upswing might have room

As the AI buildout accelerates, the semis continue to be a great place to be. And Nvidia (NASDAQ:NVDA | NVDA Price Prediction) continues to stand out as the “pick and shovels” play to stick with, especially as the firm gets into PC chips.

It’s a sign that there’s a real opportunity in edge AI. And as Nvidia expands its footprint further across the stack, Nvidia stands out as a “safe” play in AI, at least relatively speaking, given its position as an AI enabler…