--- title: "NVIDIA's Financial Revolution: David Sacks Warns of a 'Bubble' in Computing Power" description: "🚨 **Danger Signal for AI Investors:** Trump advisor David Sacks warns of a 'bubble' in computing power. After NVIDIA became the 'Fed for AI', the market is overheated. Sacks compares the situation to the dot-com crash: an excess of GPUs and data centers could crash the cost per watt from $50 to a minimum. 📉💸 #NVIDIA #AI #Economy #DavidSacks" date: 2026-08-16T20:41:32.000Z lang: en url: https://xab.info/en/posts/nvidia-financial-revolution-david-sacks-warning tags: [nvidia, artificial-intelligence, david-sacks, donald-trump, tech-bubble, gpu-market] publisher: "XAB.info" --- # NVIDIA's Financial Revolution: David Sacks Warns of a 'Bubble' in Computing Power ![David Sacks with money in front of an ATM and dollar sign, illustrating warning about NVIDIA compute power bubble](https://xab.info/media/2026/08/16/nvidia-financial-revolution-david-sacks-warning/nvidia-financial-revolution-david-sacks-warning-1.webp) ## 🎯 Key Points - NVIDIA graphics cards have become a new asset class comparable to financial instruments. - David Sacks warned of the risk of overproduction of computing power. - The situation could repeat the dot-com crash due to an excess of unused infrastructure. - The high cost per watt ($30–50) could collapse when the market is saturated. In August 2026, the financial and technological landscape underwent fundamental changes. Following a recent initiative by NVIDIA and its CEO Jensen Huang, the company's graphics cards have officially transitioned into a new asset class. Now, computing power is viewed by investors and analysts on par with traditional financial instruments, sparking a wave of speculation and unprecedented investment in artificial intelligence infrastructure. ### Technological Asset: A New Market Standard The transformation of NVIDIA chips into an investment asset has made demand for them a determining factor for global markets. Analysts note that the company is effectively acting as the 'Federal Reserve' for the AI industry, regulating access to computing resources. However, behind this optimistic scenario lies a serious threat warned about by a key advisor to the US administration. ### David Sacks' Warning: The Risk of Overproduction David Sacks, technology advisor to Donald Trump and a member of the President's Council of Advisors on Science and Technology, voiced a worrying forecast in his recent All-In podcast episode. In his view, the main threat to the large-scale development of AI lies not in a lack of demand, but in the risk of overproduction. Sacks pointed out that tech giants, striving to capture the market, are investing in data centers with dangerous scale, which could lead to a situation where the supply of computing resources significantly exceeds actual demand. ### Echoes of the Dot-Com Crash: 'Dark Fiber' 2.0 Comparing current processes with history, Sacks drew a direct parallel to the excess of 'dark fiber' (unused fiber optic cables) following the dot-com crash in the early 2000s. He cautioned that a similar surplus of unused GPUs would become a serious problem for the entire industry. Infrastructure built with the expectation of high computing costs could go unutilized, leading to asset devaluation and financial losses for investors. ### Economic Model and the Cost per Watt The overproduction crisis will be particularly painful for those who built infrastructure expecting high computing costs. Previously, Elon Musk and other industry leaders cited a benchmark of $30–50 per watt of computing power. If the market becomes saturated with supply, these prices will collapse, making many projects unprofitable. Sacks emphasizes that the current euphoria surrounding NVIDIA may mask an impending liquidity crisis in the AI sector. ## 🔍 Fact-Check Verification - [Nvidia is becoming the 'Federal Reserve of AI'](https://www.msn.com/en-us/money/savingandinvesting/nvidia-is-becoming-the-federal-reserve-of-ai/ar-AA2aeeXy) - Основной источник фактов о заявлении Сакса и статусе NVIDIA. ## ❓ FAQ ### Q: Who is David Sacks and what is his role? **A:** David Sacks is a technology advisor to Donald Trump and a member of the President's Council of Advisors on Science and Technology. ### Q: What is the threat to the AI market? **A:** The main threat is the risk of overproduction of computing power (GPUs), which could lead to a supply surplus and falling prices. ### Q: What does Sacks compare the current situation to? **A:** He draws a parallel with the excess of 'dark fiber' following the dot-com crash in the early 2000s.