---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000314526.md"
description: "The question was about concerns over overbuilding and overspending on AI infrastructure.Jensen says: don’t overthink it.AI applications are the fastest-growing in the world, and the number of companies building on them continues to rise. That means the need for pre-training, post-training, and inference is still in the early stages. $NVIDIA(NVDA.US)Source: Gene Munster"
datetime: "2025-11-19T22:41:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000314526.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000314526.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000314526.md)
author: "[Gene Munster](https://longbridge.com/en/profiles/21804449.md)"
generator: "portal-rs"
---

# The question was about concerns over overbuilding …


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**