<div id="readability-page-1"><div><div>On Thursday, Daniel Newman, CEO of The Futurum Group, dismissed fears of an AI bubble, pointing to Nvidia Corporation (NASDAQ:NVDA) partner WiWynn's massive backlog and warning that demand is so strong that factories can't be built fast enough.<h2>WiWynn Says Orders Stretch Through 2027</h2>Newman's comment came after Futurum analyst Ray Wang shared a report on X, formerly Twitter, by a website operated by Taiwan’s United Daily News. The report cited WiWynn Chairwoman Emily Hong saying that the company's AI server backlog is so large that capacity remains insufficient despite plants in Taiwan and the U.S.She highlighted that visibility into AI server orders stretches through 2027, with key customers steadily increasing their investments in AI infrastructure, reflecting a positive industry outlook.WiWynn General Manager William Lin stated that major customers, including Nvidia, OpenAI, Oracle Corp (NYSE:ORCL), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc. (NASDAQ:META), are aggressively ramping up investments in AI infrastructure.Even with WiWynn's U.S. plant set to nearly double output by year-end, Lin said production will still fall short, forcing the company to scout for additional factory sites.<h2>Daniel Newman Says AI Bubble Concerns Are Misguided</h2>Reacting to analyst Wang's post, Newman said, &#34;$NVDA ODMs can't build factories fast enough to support the next two years of committed orders.&#34;<h2>Industry Divided On AI Outlook</h2>His remarks came amid growing debate over whether the current AI boom mirrors the dot-com bubble. Newman's stance reflects optimism that long-term infrastructure demand — particularly in servers, chips and data centers — will sustain growth rather than collapse.Not all experts share Newman's view. Earlier this month, Meta CEO Mark Zuckerberg acknowledged parallels to the dot-com era, cautioning that overspending could trigger a correction.OpenAI CEO Sam Altman has also admitted AI is in a bubble, calling it fueled by hype and inflated valuations.Meanwhile, Wedbush analyst Dan Ives said fears of collapse are misplaced, describing AI as the &#34;fourth industrial revolution&#34; and claiming the industry is still in the &#34;second inning.&#34;Price Action: Nvidia's shares are up 53.76% over the last year and gaining 36.57% so far in 2025. On Thursday, the stock added 0.88%, according to Benzinga Pro.Benzinga’s Edge Stock Rankings place Nvidia's growth in the 97th percentile, highlighting its performance compared to leading AI peers such as META and Oracle.Read next:<ul> <li>Apple May See Fewer Searches In Safari, But Google CEO Sundar Pichai Insists AI Is Fueling Overall Query Growth: ‘Far From A Zero-Sum Game'</li> </ul>Photo Courtesy: TeeStocker on Shutterstock.com</div></div></div>

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SOXL

Daniel Newman, CEO of The Futurum Group, dismissed AI bubble fears, citing WiWynn's significant backlog and strong demand for AI infrastructure. WiWynn's orders extend through 2027, with major clients like Nvidia and OpenAI increasing investments. Despite plans to double U.S. output, production will still fall short, prompting the search for new factory sites. Newman believes the AI boom reflects long-term growth potential, contrasting with some experts who warn of a potential correction. Nvidia's stock has risen significantly, indicating strong market performance.

- Daniel Newman, CEO of The Futurum Group, dismissed concerns about an AI bubble, citing WiWynn's significant backlog and strong demand for AI infrastructure.  
- WiWynn's Chairwoman reported that their AI server orders extend through 2027, with major clients like Nvidia and OpenAI increasing investments, despite production challenges.  
- While Newman remains optimistic about long-term growth, some experts, including Meta's CEO, warn of potential parallels to the dot-com bubble, highlighting a divided industry outlook.  

Benzinga

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Semicon Bull 3X

Nvidia Partner WiWynn's Record Backlog A Sign That AI Bubble Fears Are Unfounded: Futurum CEO Daniel Newman Says, 'Can't Build Factories Fast Enough…'