The $50 Billion AI Hype Train: Is It the Next NVIDIA or a Bubble?

NVIDIA changed the game, but while you were watching their stock,

a new fifty-billion-dollar contender quietly entered the ring. Is this the next AI king,

or just a massive bubble waiting to burst? To understand the stakes,

we have to look past the hype. For years, the computing world

was dominated by a few giants playing by the same traditional rules. NVIDIA's dominance isn't

just about software; it's about their grip on the supply chain. But a challenger

is betting that the very architecture of AI needs a total reboot. Enter the Wafer-Scale

Engine. Instead of cutting chips from a silicon sheet, this company is