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What American economists who advocate the AI bubble theory are saying right now:
NVIDIA monopolizes all profits from AI.
American companies receive astronomical amounts of loans
There is an accounting deficit due to investment in AI.
Chips used for AI are virtually exclusive to NVIDIA.
In a situation where more than 80% of the total is monopolized,
Does it make sense for the profit rate to exceed 85%?
So in order to solve this
Applying antitrust laws to Nvidia
It is important to ensure that only fair profits are received.
American economists claim
To avoid that, Jensen Huang
Invest in the U.S. Transfer some of the technology
CUDA will release some of it to the US, etc.
Speaking of which, even in the United States
In fact, opinions are divided
So, because Nvidia is investing
Companies that rose are giving back the amount they rose.