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   "We see something very different" - Nvidia CEO Jensen Huang dismisses AI   
   bubble talk, and I guess he should know   
      
   Date:   
   Sun, 23 Nov 2025 21:03:00 +0000   
      
   Description:   
   Huang dismisses AI bubble fears, underlines infrastructure demand, Nvidia   
   revenue growth, and a three-pronged strategy for data, applications, and   
   autonomous AI   
      
   FULL STORY   
      
   Nvidia CEO Jensen Huang has dismissed suggestions the global AI market is   
   currently in an economic bubble, arguing instead that current trends point to   
   fundamental changes in computing infrastructure.    
      
   On the company's recent earnings call, Huang outlined a three-pronged   
   rationale explaining why AI is driving long-term investment in new systems   
   rather than speculative hype.    
      
   He noted that industries handling data processing, ad recommendations, search   
   systems, and engineering are increasingly turning to GPUs because traditional   
   CPU -based infrastructure cannot meet the demands of AI workloads.   
      
   New applications and agentic AI   
      
   Huangs assertions are in stark contrast to those of Pat Gelsinger, former CEO   
   of Intel, who believes the AI sector is in bubble territory, though this    
   could happen gradually rather than suddenly.    
      
   Huang emphasized AI is not only being integrated into existing applications   
   but will also enable entirely new software capabilities.    
      
   He said the emergence of agentic AI, which can operate with minimal user   
   input, reason autonomously, and plan complex tasks.    
      
   Such developments will require substantially greater computing resources,   
   reinforcing the need for high-performance GPUs.    
      
   Huang stated that Nvidia is uniquely positioned to address all three   
   categories of AI adoption, encompassing data-intensive workloads, new   
   applications, and autonomous AI operations.    
      
   Theres been a lot of talk about an AI bubble, Huang said. From our vantage   
   point we see something very different.    
      
   As you consider infrastructure investments, consider these three fundamental   
   dynamics, Huang said. Each will contribute to infrastructure growth in the   
   coming years.    
      
   Nvidia reported revenue and profits exceeding analysts expectations, with   
   guidance also surpassing forecasts.    
      
   Huang recently projected that AI chip sales could reach $500 billion by 2025   
   and 2026.    
      
   The company noted its order backlog does not yet include deals with   
   organizations such as Anthropic or the expanded agreement with Saudi Arabia.    
      
   CFO Colette Kress confirmed Nvidia remains on track to meet revenue targets,   
   highlighting robust demand for AI-driven systems.    
      
   Investors have raised concerns about reliance on a small number of   
   hyperscalers, but Huang stressed that Nvidia chips continue to boost cloud   
   provider revenue through AI-enhanced recommendation engines.    
      
   Huang believes the AI boom will increase traffic across enterprise systems,   
   requiring greater inspection and monitoring capabilities.    
      
    AI tools and expanding datasets are driving this trend, and Nvidia expects   
   infrastructure growth to continue as AI applications scale.    
      
   The CEO stressed that what appears as high capital expenditure today reflects   
   foundational shifts rather than speculative investment.    
      
   Huang concluded by asserting that investors and operators must consider these   
   dynamics when evaluating the AI sector.    
      
   Nvidia views AI-driven GPU adoption as a structural transformation in   
   computing, signaling long-term growth potential beyond short-term market   
   fluctuations.    
      
   Via CNBC    
      
   ======================================================================   
   Link to news story:   
   https://www.techradar.com/pro/we-see-something-very-different-nvidia-ceo-jense   
   n-huang-dismisses-ai-bubble-talk-and-i-guess-he-should-know   
      
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