There is no 'bubble' to burst at Nvidia. The stock market value of Nvidia alone exceeded 1.9 trillion dollars yesterday.
Nvidia does not generate Artificial Intelligence, but it builds all the routes so that third companies can achieve it, through the manufacturing of semiconductors. The market share it has in the data center part (its main business, which contributes 80% of revenue) has gone from 15% five years ago to 75% today. The second responds to what its CEO, the Taiwanese Jen-Hsun Huang, calls the "boiling point" of generative AI.