Another reason the AI bubble can burst in 2025 is due to the expected resolution of GPU scarcity that's sent Nvidia's stock into the stratosphere.

The field of artificial intelligence (AI) isn't just some fad Wall Street is currently obsessed with but will fade into utter insignificance soon. While some of the hype will die down eventually, the technology has the potential to make corporations more efficient and increase profits over the long run.

Seemingly overnight, artificial intelligence became a major growth industry. The AI boom is driving demand for semiconductors, which are crucial components in AI systems. Two compelling semiconductor companies to consider are Wolfspeed (NYSE: WOLF) and Advanced Micro Devices (NASDAQ: AMD).