---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36532516.md"
description: "$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."
datetime: "2025-11-19T23:26:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36532516.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36532516.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36532516.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# $NVIDIA(NVDA.US) CEO Jensen Huang bluntly stated t…


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## Comments (1)

- **龟龟满地跑 · 2025-11-19T23:45:35.000Z**: Is it time to focus on energy storage next? 😅