The current risk is investing too little in AI, rather than too much ???

In the blink of an eye, there is only one week left in August. With Wall Street and Japanese stock markets rebounding sharply (more than 10%), investors should no longer be frightened by the "Black Monday" crash (whereas over $1 trillion US has been shaved off the market caps of the magnificent seven) at the beginning of August.

This post will talk a little more about the Nvidia and AI investment by the tech giants rather than the probability of a US recession.

Let’s start looking at Nvidi...