"We see something very different" - Nvidia CEO Jensen Huang dismisses AI bubble talk, and I guess he should know

• Nvidia sees AI-driven GPU adoption creating a long-term structural computing transformation
• Jensen Huang dismisses claims of an AI bubble, citing infrastructure fundamentals
• Agentic AI emergence will demand far greater computing resources globally

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.