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Flopshow GPT-5 & Nvidia’s modest forecast have intensified worries that AI hype could go the way of dot-com bubble. Or AI stocks could see slower deflation as today’s investors can withstand bigger losses
After giving a tepid revenue forecast last week,
Nvidia
has seen four straight negative sessions up to Tuesday. It is still the largest stock in the world but it is also signalling downward momentum trends.
Actually, a recent MIT study, GenAI Divide: State of AI in Business 2025, has found 95% of corporate AI pilots failing to deliver rapid revenue acceleration. It’s also pinpointed three unexciting elements making the remaining 5% successful. These are buying instead of building, executing within business units as opposed to central laboratories, and choosing tools that integrate with their existing business workflows.