# These 3 companies just delivered a reality check on AI bubble fears

> Source: <https://ca.finance.yahoo.com/video/3-companies-just-delivered-reality-195300723.html>
> Published: 2026-08-13 19:53:00+00:00

Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius ([NBIS](https://finance.yahoo.com/quote/NBIS/)), CoreWeave([CRWV](https://finance.yahoo.com/quote/CRWV/)), and Super Micro Computer ([SMCI](https://finance.yahoo.com/quote/SMCI/)) signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.