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Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'
During Nvidia's quarterly earnings call, CEO Jensen Huang offered a three-pronged argument to suggest that AI isn't a bubble.
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cnbc.com
Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast. It'll come up at earnings
"This is how much business is on the books. Half a trillion dollars worth so far," Huang said at the company's GTC conference in Washington last month.
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fortune.com
Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.
