Business

Nvidia CEO dismisses AI bubble fears amid forecasts of long-term transformative growth

Sunday, 23 November 2025 10:13PM UTC

Nvidia's Jensen Huang refutes claims of an AI market bubble, highlighting structural shifts in GPU adoption and projecting substantial growth to $500 billion in AI chip sales by 2026, as industry accelerates towards AI-driven infrastructure transformation.

Nvidia CEO Jensen Huang has firmly dismissed suggestions that the global artificial intelligence (AI) market is experiencing an economic bubble. Rather than viewing current developments as speculative hype, Huang sees AI-driven GPU adoption as a fundamental, long-term transformation of computing infrastructure. On a recent earnings call, he outlined a three-pronged rationale explaining why AI investments are more about structural shifts than fleeting market excitement.

Huang highlighted that numerous industries, ranging from data processing and advertising recommendation systems to search and engineering, are increasingly opting for GPUs over traditional CPUs. This transition is driven by the growing inability of CPU-based infrastructure to meet the intensive computational demands of AI workloads. Beyond integrating AI into established applications, Huang emphasised the emergence of entirely new software capabilities, particularly "agentic AI." This form of AI can operate autonomously with minimal user input, reasoning through complex tasks and planning independently. Such advancements will necessitate substantially greater computing resources and reinforce the critical role of high-performance GPUs.

Contrasting Huang’s optimistic outlook is a more cautious perspective from figures like Pat Gelsinger, former Intel CEO, who has expressed concerns about a potential bubble developing in the AI sector, albeit one that may unfold gradually. Despite these differing views, Nvidia projects that AI chip sales could surge to $500 billion by 2025-2026, underlining robust demand for AI-driven systems and infrastructure.

Huang also urged governments and industries worldwide to accelerate their AI infrastructure development, warning against national dependencies on foreign AI capabilities. He characterised AI as belonging to humanity collectively and called for a reduction in cynicism, notably emphasising the importance of collaboration with the global developer community, including China, which he believes is rapidly advancing in the AI race and could emerge as a leader. According to Huang, maintaining America’s competitive edge involves both cutting-edge chip technology and the widespread adoption of US-built AI infrastructure.

Nvidia’s strong financial performance supports this outlook. The company recently reported revenue and profits surpassing analysts’ expectations, with an order backlog that does not yet reflect deals with major AI organisations such as Anthropic or expanded agreements in regions like Saudi Arabia. CFO Colette Kress confirmed that Nvidia is on track to meet its revenue goals, driven by ongoing adoption of AI systems across cloud providers and enterprises. While some investors have expressed concerns about Nvidia’s reliance on a small number of hyperscalers, Huang stressed that Nvidia chips continue to deliver significant revenue contributions through AI-enhanced recommendation engines and increased enterprise system traffic requiring advanced monitoring capabilities.

Looking ahead, Huang envisions working with AI as becoming as familiar and natural in business environments as onboarding a new employee. He described future AI integration as involving AI agents that assist with tasks, requiring effective communication of mission goals and expected outcomes. This shift signals a broader societal transformation in how technology and human collaboration will evolve.

Overall, Huang’s perspective positions Nvidia at the forefront of what he describes as a profound and enduring shift in computing, driven by AI. This structural transformation goes far beyond short-term market fluctuations or speculative investment, suggesting long-term growth potential across industries and geographies.

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Source: Noah Wire Services

More on this

https://www.techradar.com/pro/we-see-something-very-different-nvidia-ceo-jensen-huang-dismisses-ai-bubble-talk-and-i-guess-he-should-know - Please view link - unable to able to access data
https://www.techradar.com/pro/we-see-something-very-different-nvidia-ceo-jensen-huang-dismisses-ai-bubble-talk-and-i-guess-he-should-know - Nvidia CEO Jensen Huang has dismissed suggestions that the global AI market is currently in an economic bubble, arguing instead that current trends point to fundamental changes in computing infrastructure. He highlighted 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. Huang emphasized that AI is not only being integrated into existing applications but will also enable entirely new software capabilities, including the emergence of 'agentic AI' that 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 concluded by asserting that Nvidia views AI-driven GPU adoption as a structural transformation in computing, signalling long-term growth potential beyond short-term market fluctuations.
https://www.techradar.com/pro/ai-is-nothing-to-be-scared-of-nvidia-ceo-plays-down-fears-in-call-for-rapid-ai-infrastructure-growth - Nvidia CEO Jensen Huang has called for rapid AI infrastructure growth, urging countries to take advantage of the efficiency increases in AI computing to benefit their economies. He emphasized that AI belongs to humanity, not superpowers, and cautioned against scaremongering or mystifying the technology. Huang highlighted the importance of building AI infrastructure quickly to avoid reliance on other nations and to maintain competitive advantage. He acknowledged that AI regulation has been a significant agenda for many nations, with legislation and agreements signed by companies and governments to protect against potential misuse of the technology.
https://www.techradar.com/pro/nvidia-ceo-ai-could-be-the-largest-technological-leap-weve-ever-seen - Nvidia CEO Jensen Huang has described AI as potentially the largest technological leap humanity has ever seen, highlighting the ongoing reinvention of computing infrastructure. He noted that previous computing revolutions, such as the PC, internet, and mobile cloud, have led to significant advancements, and now AI is driving the next major transformation. Huang emphasized that machine learning is creating artificial intelligence, where machines can perform tasks traditionally done by humans, including coding. He highlighted Meta’s Llama 3 model as a significant advancement, enabling every company to engage in digital AI if they have the necessary infrastructure and technology stack.
https://www.techradar.com/pro/nvidia-ceo-working-with-ai-will-soon-be-like-onboarding-new-employees - Nvidia CEO Jensen Huang has stated that working with AI will soon be as natural as onboarding a new employee, with AI agents and assistants becoming common in businesses. Speaking at the Dreamforce 2024 event in San Francisco, Huang noted that integrating AI into the workplace will feel more like introducing and welcoming a team member who will assist in various tasks. He emphasized the importance of effectively communicating with AI agents, explaining the mission, providing examples, and defining expected outputs to ensure successful collaboration.
https://www.techradar.com/pro/china-is-going-to-win-the-ai-race-nvidia-ceo-jensen-huang-makes-a-bold-proclamation-says-we-all-need-a-little-less-cynicism-in-our-lives - Nvidia CEO Jensen Huang has boldly proclaimed that 'China is going to win the AI race,' highlighting the nation's rapid advancements in artificial intelligence. He described China's progress as being only nanoseconds behind the U.S. and urged a reduction in cynicism, calling for continued engagement with China's developer community to prevent long-term setbacks in global AI development. Huang emphasized that America's competitive advantage in AI depends not only on advanced chips and hardware but also on the global adoption of U.S.-built technologies.
https://www.techradar.com/pro/nvidia-ceo-brushes-off-threat-from-amds-powerful-new-gpu - Nvidia CEO Jensen Huang has downplayed concerns about AMD's new Instinct MI200 GPUs, built for high-performance computing. In an interview, Huang stated that competition is a constant in the industry and that the concept of an 'Nvidia killer' product is not new or alarming. He acknowledged the capabilities of AMD's MI200, which offers significant memory bandwidth and performance, but emphasized Nvidia's ongoing focus on innovation and leadership in the GPU market.

Noah Fact Check Pro

The draft above was created using the information available at the time the story first emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed below. The results are intended to help you assess the credibility of the piece and highlight any areas that may warrant further investigation.

Freshness check

Score: 9

Notes: The narrative is recent, published on November 23, 2025. Similar reports from November 20, 2025, in Reuters and November 19, 2025, in Axios cover similar topics, indicating the narrative is fresh. ([reuters.com](https://www.reuters.com/business/tipping-point-or-bubble-nvidia-ceo-sees-ai-transformation-while-skeptics-count-2025-11-20/?utm_source=openai))

Quotes check

Score: 8

Notes: The direct quote from Jensen Huang, 'There's been a lot of talk about an AI bubble. From our vantage point, we see something very different,' is consistent across multiple sources, including the TechRadar report. This suggests the quote is widely used, potentially indicating reused content.

Source reliability

Score: 7

Notes: The narrative originates from TechRadar, a reputable technology news outlet. However, the reliance on a single source for the direct quote raises some concerns about the breadth of coverage.

Plausability check

Score: 8

Notes: The claims about Nvidia's market position and Huang's dismissal of AI bubble concerns are plausible and align with recent industry discussions. However, the lack of additional sources for the direct quote and the heavy reliance on a single report may warrant further verification.

Overall assessment

Verdict (FAIL, OPEN, PASS): OPEN

Confidence (LOW, MEDIUM, HIGH): MEDIUM

Summary: The narrative is recent and plausible, with a direct quote from Jensen Huang that is consistent across multiple sources. However, the heavy reliance on a single source for the direct quote and the lack of additional corroborating sources raise concerns about the originality and potential reuse of content. Further verification from multiple reputable sources is recommended to confirm the accuracy and originality of the content.

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