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Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'
In the weeks leading up to Nvidia’s third-quarter earnings report, investors debated whether the markets were in an AI bubble, fretting over the massive sums being committed to building data centers and whether they could provide a long-term return on investment. During Wednesday’s earnings call with analysts, Nvidia CEO Jensen Huang began his comments by rejecting that premise. “There’s been a lot of talk about an AI bubble,” Huang said. “From our vantage point we see something very different.” In many respects, Huang’s remarks are to be expected. He’s leading the company at the heart of the ... (full story)
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