Nvidia posts earnings record: Huang says AI's "inflection point has arrived"

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This illustration photograph shows Nvidia CEO Jensen Huang in Toulouse, France, on Feb. 18. Photo: Lionel Bonaventure/AFP via Getty Images

Nvidia on Wednesday delivered a revenue projection that exceeded expectations, and CEO Jensen Huang declared that "the agentic AI inflection point has arrived," providing more fuel for AI bulls.

Why it matters: Debate is swirling over the sustainability of the booming AI economy — and Nvidia is positioned squarely at the center of it.