【投资大佬称英伟达正在走思科老路 循环融资终迎泡沫破灭】前富达投资基金经理乔治·诺布尔周四警告称，英伟达正在通过“扶持”购买其人工智能硬件的客户，走向类似互联网泡沫破灭之路。诺布尔在社交媒体上发文指出，目前英伟达在标普500指数中的权重约为8%，是思科在2000年互联网泡沫顶峰时期所占权重的两倍。他认为，这家半导体巨头正在重蹈覆辙，落入二十多年前令思科遭受重创的“完全相同”的陷阱。
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