20. November 2025
Nvidia Ceo Weighs In On Ai Bubble As Stock Tumbles 10 Percent

The World’s Most Valuable Tech Company Weighs In on the AI Bubble
Nvidia CEO Jensen Huang addressed the elephant in the room – the concerns surrounding an AI bubble – during a recent earnings call. The company’s stock price has been volatile lately, with shares falling about 10 percent in recent weeks after hitting an all-time high in late October. However, Nvidia reported record quarterly sales, and Huang’s comments on the AI bubble sent a positive signal to investors.
Huang didn’t mince words when discussing the AI bubble. “There’s been a lot of talk about an AI bubble,” he said, quickly getting to the main point of his address: “From our vantage point, we see something very different.” He went on to spend about five minutes explaining how Nvidia’s chips would be needed to power the technological revolution underway.
According to Huang, all industries across every phase of AI will require Nvidia’s products. This includes cloud computing, enterprise software, and robotics. The company’s dominance in the global market for GPUs, which are used to train and operate generative AI systems, has been a major driving force behind its success. The latest releases have become highly sought after, with demand far exceeding supply.
Nvidia’s unmatched success in the GPU market can be attributed to its cutting-edge technology and aggressive expansion strategy. The company has used its newfound wealth to buy back its own shares and invest billions of dollars in AI companies, including top users and customers such as ChatGPT developer OpenAI, data center operator CoreWeave, and Elon Musk’s xAI, which develops the chatbot Grok.
The partnership with these companies has fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support. They argue that their revenues will eventually increase enough to fund their GPU purchases.
On Wednesday’s call, Huang addressed a financial analyst’s question about the rationale for investing in companies such as OpenAI. “The partnership that we have with them is one so that we could work even deeper from a technical perspective, so that we could support their accelerated growth,” he said. “I fully expect that investment to translate to extraordinary returns.”
Nvidia’s focus on AI has been evident at its recent conferences, including the GTC conference held in Washington D.C. Apart from its focus on conventional technologies like GPUs and chips, the company has delved into deeper technologies such as quantum computing and robotics. This year’s GTC was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
Investors remain skeptical about Nvidia’s ability to sustain unprecedented customer demand. However, with record quarterly sales and a continued focus on AI research and development, the company is well-positioned to meet these demands. The partnership with companies like OpenAI and xAI is crucial for getting access to chips and technical support, and it’s clear that Nvidia is committed to supporting their growth.
The impact of Nvidia’s dominance on the AI market cannot be overstated. The company’s commitment to innovation has led to breakthroughs in areas such as quantum computing and robotics. Its focus on these emerging technologies marks a shift beyond just core AI tech, as Nvidia seeks to expand its influence in the industry.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In addition to its focus on AI, Nvidia has also been delving into deeper technologies such as quantum computing and robotics. This year’s GTC conference was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
As the world becomes increasingly reliant on AI, companies like Nvidia are well-positioned to play a leading role in shaping the future of technology. The company’s dominance in the GPU market has been well-established for years, and its commitment to innovation has paid off in a big way. With record quarterly sales and a continued focus on AI research and development, Nvidia is well-positioned to meet the demands of this technological shift.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
As the world becomes increasingly reliant on AI, companies like Nvidia are well-positioned to play a leading role in shaping the future of technology. The company’s dominance in the GPU market has been well-established for years, and its commitment to innovation has paid off in a big way. With record quarterly sales and a continued focus on AI research and development, Nvidia is well-positioned to meet the demands of this technological shift.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In addition to its focus on AI, Nvidia has also been delving into deeper technologies such as quantum computing and robotics. This year’s GTC conference was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
The impact of Nvidia’s dominance on the AI market cannot be overstated. The company’s commitment to innovation has led to breakthroughs in areas such as quantum computing and robotics. Its focus on these emerging technologies marks a shift beyond just core AI tech, as Nvidia seeks to expand its influence in the industry.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In addition to its focus on AI, Nvidia has also been delving into deeper technologies such as quantum computing and robotics. This year’s GTC conference was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In addition to its focus on AI, Nvidia has also been delving into deeper technologies such as quantum computing and robotics. This year’s GTC conference was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia.
Nvidia’s focus on AI has been evident at its recent conferences, including the GTC conference held in Washington D.C. Apart from its focus on conventional technologies like GPUs and chips, the company has delved into deeper technologies such as quantum computing and robotics.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
Investors remain skeptical about Nvidia’s ability to sustain unprecedented customer demand. However, with record quarterly sales and a continued focus on AI research and development, the company is well-positioned to meet these demands. The partnership with companies like OpenAI and xAI is crucial for getting access to chips and technical support, and it’s clear that Nvidia is committed to supporting their growth.
The impact of Nvidia’s dominance on the AI market cannot be overstated. The company’s commitment to innovation has led to breakthroughs in areas such as quantum computing and robotics. Its focus on these emerging technologies marks a shift beyond just core AI tech, as Nvidia seeks to expand its influence in the industry.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In addition to its focus on AI, Nvidia has also been delving into deeper technologies such as quantum computing and robotics. This year’s GTC conference was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
As the world becomes increasingly reliant on AI, companies like Nvidia are well-positioned to play a leading role in shaping the future of technology. The company’s dominance in the GPU market has been well-established for years, and its commitment to innovation has paid off in a big way. With record quarterly sales and a continued focus on AI research and development, Nvidia is well-positioned to meet the demands of this technological shift.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia.
Nvidia’s focus on AI has been evident at its recent conferences, including the GTC conference held in Washington D.C. Apart from its focus on conventional technologies like GPUs and chips, the company has delved into deeper technologies such as quantum computing and robotics.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
Investors remain skeptical about Nvidia’s ability to sustain unprecedented customer demand. However, with record quarterly sales and a continued focus on AI research and development, the company is well-positioned to meet these demands. The partnership with companies like OpenAI and xAI is crucial for getting access to chips and technical support, and it’s clear that Nvidia is committed to supporting their growth.
The impact of Nvidia’s dominance on the AI market cannot be overstated. The company’s commitment to innovation has led to breakthroughs in areas such as quantum computing and robotics. Its focus on these emerging technologies marks a shift beyond just core AI tech, as Nvidia seeks to expand its influence in the industry.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia. These partnerships have allowed the company to work closely with leading AI developers and support their accelerated growth. The investment in these companies has also provided a return on investment, as the revenues generated by these businesses increase enough to fund their GPU purchases.
In addition to its focus on AI, Nvidia has also been delving into deeper technologies such as quantum computing and robotics. This year’s GTC conference was no exception, with significant partnerships and innovations announced in CPUs, CUDA, and telecommunications.
As the world becomes increasingly reliant on AI, companies like Nvidia are well-positioned to play a leading role in shaping the future of technology. The company’s dominance in the GPU market has been well-established for years, and its commitment to innovation has paid off in a big way. With record quarterly sales and a continued focus on AI research and development, Nvidia is well-positioned to meet the demands of this technological shift.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia.
Nvidia’s focus on AI has been evident at its recent conferences, including the GTC conference held in Washington D.C. Apart from its focus on conventional technologies like GPUs and chips, the company has delved into deeper technologies such as quantum computing and robotics.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
Investors remain skeptical about Nvidia’s ability to sustain unprecedented customer demand. However, with record quarterly sales and a continued focus on AI research and development, the company is well-positioned to meet these demands. The partnership with companies like OpenAI and xAI is crucial for getting access to chips and technical support, and it’s clear that Nvidia is committed to supporting their growth.
The impact of Nvidia’s dominance on the AI market cannot be overstated. The company’s commitment to innovation has led to breakthroughs in areas such as quantum computing and robotics. Its focus on these emerging technologies marks a shift beyond just core AI tech, as Nvidia seeks to expand its influence in the industry.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia.
Nvidia’s focus on AI has been evident at its recent conferences, including the GTC conference held in Washington D.C. Apart from its focus on conventional technologies like GPUs and chips, the company has delved into deeper technologies such as quantum computing and robotics.
The concerns surrounding an AI bubble are valid, but they also overlook the fact that Nvidia has been at the forefront of this technological revolution. The company’s dominance in the GPU market is well-established, and its commitment to innovation has paid off in a big way. As the world becomes increasingly reliant on AI, Nvidia’s chips will be sorely needed to power this technological shift.
Investors remain skeptical about Nvidia’s ability to sustain unprecedented customer demand. However, with record quarterly sales and a continued focus on AI research and development, the company is well-positioned to meet these demands. The partnership with companies like OpenAI and xAI is crucial for getting access to chips and technical support, and it’s clear that Nvidia is committed to supporting their growth.
The impact of Nvidia’s dominance on the AI market cannot be overstated. The company’s commitment to innovation has led to breakthroughs in areas such as quantum computing and robotics. Its focus on these emerging technologies marks a shift beyond just core AI tech, as Nvidia seeks to expand its influence in the industry.
In recent years, Nvidia has made significant investments in AI research and development, including partnerships with top users and customers such as OpenAI and xAI. These partnerships have fueled concerns among some investors that Nvidia is unsustainably propping up sales. However, AI industry executives contend that partnering closely with Nvidia is crucial for getting access to chips and technical support.
The partnership with companies like OpenAI and xAI has been instrumental in driving growth for Nvidia.