There is currently an oversupply of AI chips despite market concentration, and SMCI (a major Nvidia customer) collapsed 60-70% recently, with Ernst & Young firing them as auditors, signaling problems in the AI chip supply chain.
factualpending
Speaker
Ed DowEvidence Quote
“there's oversupplying AI chips right now as we speak when that becomes apparent to the markets Nvidia will be just another bubble stock”
Created: 8/11/2026, 6:41:08 AM
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