Nvidia CEO Jensen Huang denies the chip boom will go bust soon and actually utters the infamous phrase 'this time is different' | Fortune

Nvidia's Huang says no chip bust "for a while"

Huang argues the chip boom is infrastructure-driven, not consumer-led, requiring 5-10x sector growth to build AI's foundational layer. For IT leaders: structural long-term demand shielded from traditional cycles makes AI chip capacity a strategic infrastructure investment.