Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTAnushka MukherjiSun, July 12, 2026 at 5:30 PM GMT+2 6 min readFor years, Jensen Huang's Nvidia Corporation (NVDA) has been the biggest winner of the artificial intelligence (AI) revolution, turning into Wall Street's favorite AI stock as insatiable demand for its chips fueled one blockbuster quarter after another. But after an extraordinary run, cracks are beginning to emerge in the market's seemingly unstoppable AI optimism. While Nvidia's fundamentals hardly indicate weakness, investors are increasingly wary of soaring AI infrastructure spending, intensifying competition from custom AI chips, lofty expectations, and the growing risk that the AI boom may have run too far, too fast. And those concerns gained fresh momentum after Taiwan's central bank governor, Yang Chin-long, warned that while the AI boom is supported by genuine economic growth, aggressive borrowing by technology companies to finance AI investments could inflate an unsustainable bubble if left unchecked. More News from BarchartStop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!For Nvidia, the comments underscore both the strength and the potential risks surrounding AI demand. Taiwan sits at the heart of the company's AI supply chain through manufacturing partner Taiwan Semiconductor Manufacturing Company (TSM), while CEO Jensen Huang has doubled down on the island this year by expanding partnerships with local suppliers and unveiling plans for an AI supercomputer project in Taiwan. So, as Taiwan sounds the alarm over an overheating AI boom, should Nvidia investors be paying closer attention as well?For much of the past five years, Nvidia has become almost synonymous with the artificial intelligence boom. Whether it's ChatGPT, autonomous vehicles, AI-powered cloud services, or cutting-edge scientific research, chances are Nvidia's chips are working behind the scenes. As businesses worldwide continue pouring billions of dollars into AI infrastructure, the chipmaker has emerged as the biggest beneficiary of the spending frenzy.That dominance didn't happen overnight. Founded in 1993 as a graphics chip designer for the gaming industry, Nvidia has successfully transformed itself into the world's leading AI computing company. Its portfolio of advanced accelerators, including the Hopper-based H100, the next-generation Blackwell platform, and the upcoming Rubin architecture, has become the gold standard for training and deploying large language models, giving the company a commanding lead in one of the fastest-growing technology markets.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info