Repost of He Xiaopeng's views on the AI bubble:

I believe that any technological era will have bubbles at certain stages or in certain areas, whether it's the internet era or the new energy vehicle era, but this is an inevitable competitive process as the market evolves from chaos to order. Overall, I believe AI will inevitably drive tremendous changes in society, and we are still at the very beginning stage of 0 to 0.1. If we must talk about bubbles, I feel China's valuations are relatively reasonable, while the U.S. valuations are a bit too high; China focuses more on market applications, while the U.S. prioritizes cutting-edge research.

Overall, I don’t think there is an AI bubble right now, and the future of AI holds enormous opportunities.$NVIDIA(NVDA.US)