AI fears decoded: Nvidia CEO on industry’s biggest worry; says ‘we see something very different’

Nvidia CEO Jensen Huang dismissed AI bubble concerns, citing structural industry transformations driving sustained growth. He highlighted three key transitions fueling demand for Nvidia's GPUs: the shift from CPUs to GPUs, AI's role in creating new applications, and the rise of agentic and physical AI.

AI fears decoded: Nvidia CEO on industry’s biggest worry; says ‘we see something very different’
Nvidia CEO Jensen Huang dismissed AI bubble concerns, citing structural industry transformations driving sustained growth. He highlighted three key transitions fueling demand for Nvidia's GPUs: the shift from CPUs to GPUs, AI's role in creating new applications, and the rise of agentic and physical AI.