CNBC Daily Open: What does Nvidia CEO see from his 'vantage point'?

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Nvidia

on Wednesday stateside reported fiscal third-quarter figures that beat analyst expectations (ironically, nothing unexpected there). It also provided guidance for sales in the current quarter that exceeded estimates (all good still). It was CEO Jensen Huang’s comment, however, that piqued more interest.

“There’s been a lot of talk about an AI bubble,” Nvidia CEO Jensen Huang told investors on an earnings call. “From our vantage point, we see something very different.”