Why The AI Bubble Is Actually A Shortage Robert De Niro [03bC233rIei]

There's a draft U.S. Treasury report warning that AI looks like the dot-com pk subban bubble.

The data says otherwise and the numbers are staggering.

This video breaks down why the AI boom behind Nvidia, OpenAI, Anthropic, and Google isn't a repeat of 2000 starting with the actual numbers: Anthropic's $30 billion raise at a $380 billion valuation came with $14 billion in annual revenue already in hand, ChatGPT just passed 900 million weekly users, and Nvidia's data center revenue hit $75.2 billion in a single quarter, up 92% year over year. We compare that to what actually sank the dot-com era the Nasdaq's 78% collapse and Pets.com going from IPO to liquidation in nine months and explain why AI wrapper startups and open-source models are quietly funneling even more money back into the same GPU infrastructure buildout. If you've been told AI stocks are the next crash waiting to happen, this is the case for why it's actually a shortage, not a bubble.

Sources:

NOTUS, "Treasury Has an Internal Report Warning About the Dangers of an AI Bubble"

Dot-com bubble, Wikipedia world cup 2026

Anthropic, Series G funding announcement

TechCrunch, "ChatGPT reaches 900M weekly active users"

NVIDIA Form 8-K / quarterly sun life financial results, SEC EDGAR