Hardware
Nvidia hasn’t budged in six months. Coreweave is down 21% Oracle is down 50% Microsoft is down 25% Like it or not, the bubble has already st…
Gary Marcus, an AI skeptic and cognitive scientist, posted on X highlighting diverging stock performance in the AI infrastructure sector, noting that while Nvidia has remained relatively stable, CoreW
Gary Marcus, an AI skeptic and cognitive scientist, posted on X highlighting diverging stock performance in the AI infrastructure sector, noting that while Nvidia has remained relatively stable, CoreWeave is down 21%, Oracle is down 50%, and Microsoft is down 25% over a six-month period. Marcus uses these figures to argue that an AI market bubble has already begun deflating, pointing to significant losses among companies that heavily invested in or pivoted toward AI infrastructure. The post reflects his ongoing skepticism about inflated valuations and hype surrounding artificial intelligence investments.
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Source: Gary Marcus (X) | 2026-04-13