
The global AI rally has been unstoppable — from Nvidia’s rise to a $5 trillion valuation to the massive surge across the entire tech value chain. But now, SoftBank’s decision to sell its entire Nvidia stake worth $5.8 billion is raising eyebrows. Is this a sign that valuations are getting overheated, or just a strategic move as SoftBank doubles down on new AI investments worldwide? Experts warn that while AI companies are pouring billions into CapEx and creating special purpose vehicles to fund the AI boom, the revenues are yet to catch up. Could this imbalance signal the start of an AI bubble? Watch as we break down the global implications and what it could mean for Indian investors exposed to tech and AI-focused funds.