Billionaire investor Mark Cuban (마크 큐반) has singled out high-performance chips for artificial intelligence as the next focus of investment mania. He wrote on X that chips could become a new crypto-like asset class. Cuban referred to high-performance GPUs used to run AI and said computing hardware could stand as an independent investment asset class as AI growth changes perceptions of chips. Crypto figures pushed back, and Cuban’s views on bitcoin have shifted repeatedly over time.

Nvidia is increasingly seen as extending its influence across the AI ecosystem beyond supplying chips, taking on roles as an investor and a financing conduit. A professor compared its position to a modern gold rush, saying it now both sells picks and owns stakes in mines while lending to prospectors. Nvidia is reported to have invested in major AI firms and is pursuing large-scale infrastructure funding with Wall Street partners, amid warnings of overdependence.