Yardeni Research analysts have identified two major risks that could derail the ongoing AI technology rally. The first is the unprecedented $330 billion influx into 26,000 AI startups over the past three years, leading to a crowded market with many companies struggling to profit.

The second risk is overhyped claims from AI industry leaders, suggesting a potential bubble. Yardeni highlights Nvidia CEO Jensen Huang’s bold statements about their products as a sign of inflated expectations. Investors are advised to remain cautious amid these concerns.