I think you'd be really interested in this recent podcast by Ed Zitron, Adam Becker, and Cal Newport: https://www.youtube.com/watch?v=0oVSnaINJ30

None of them are AI boosters, but they have something of a debate over whether the AI labs are doing what they're doing out of financial desperation, or because they're true believers in the rationalist cult. They also bring up Nvidia, though through the religious lens they are supposedly not bringing up AI Safety because Jensen predates the rationalists.

In the end I don't know how much the distinction matters. It's easier to become an AI billionaire if you have an ideology that says AI billionaires are superheroes. The thing that pops this bubble will be economic reality, not them sobering up.