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NVIDIA is about to spend $750 billion on AI. Critics are calling it a bubble

NPR | By Ayesha Rascoe

Published August 2, 2026 at 6:36 AM MDT

NPR's Ayesha Rascoe asks Bloomberg AI infrastructure reporter Dina Bass about concerns over circular financing in the AI sector.

Ayesha Rascoe

Ayesha Rascoe is a White House correspondent for NPR. She is currently covering her third presidential administration. Rascoe's White House coverage has included a number of high profile foreign trips, including President Trump's 2019 summit with North Korean leader Kim Jong Un in Hanoi, Vietnam, and President Obama's final NATO summit in Warsaw, Poland in 2016. As a part of the White House team, she's also a regular on the NPR Politics Podcast.

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