Analyst warns AI's biggest risk is debt-fueled growth

DA Davidson Head of Technology Research Gil Luria says Nvidia's ecosystem and chip demand could support growth through 2030, but warns debt-heavy data-center builders may face serious pressure.

• Trump announces $2.4B super intelligence initiative2026-10-14
• Microsoft has a new machine learning tool to improve weather forecasts2026-10-14
• Jensen Huang 'optimistic' on AI risks, sovereignty and jobs2026-10-14
• NVIDIA Nemotron Bolt 3.5 74B releases Oct. 152026-10-14
• TechCrunch Disrupt 2026 Day 2 Focuses on AI2026-10-14