'We see something very...': Is the AI tech boom a bubble? Nvidia CEO Jensen Huang reacts to the concerns
Nvidia CEO Jensen Huang strongly refutes AI bubble claims. He highlights fundamental shifts in computing towards GPUs and the emergence of new AI applications. The company's impressive earnings and substantial future chip bookings support his view. This performance offers temporary relief from market anxieties about AI infrastructure spending. However, some investors remain cautious about concentration risks and customer capital expenditure.
Nvidia CEO Jensen Huang strongly refutes AI bubble claims. He highlights fundamental shifts in computing towards GPUs and the emergence of new AI applications. The company's impressive earnings and substantial future chip bookings support his view. This performance offers temporary relief from market anxieties about AI infrastructure spending. However, some investors remain cautious about concentration risks and customer capital expenditure.
