$NVIDIA(NVDA.US) CEO Jensen Huang bluntly stated that the notion of an AI bubble is wrong:
• As traditional workloads migrate to CUDA, accelerated computing from CPUs to GPUs is reaching a turning point.
• GenAI is reshaping the business models of hyperscale data center operators and driving tangible revenue growth.
• AI agents and physical AI are emerging in fields like programming, healthcare, autonomous systems, and robotics.
• These three transformations are happening simultaneously for the first time since the early days of Moore's Law.
• NVIDIA's architecture supports every stage of AI, spanning cloud, enterprise, edge computing, and robotics.
As I said, this is just the beginning of decades-long infrastructure development.
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