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Nvidia CEO Jensen Huang Warns of AI Bubble Backlash

Source: Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals (2025-11-22)

Nvidia’s CEO Jensen Huang recently revealed that despite the company's record-breaking earnings and a projected revenue pipeline exceeding half a trillion dollars for 2025-2026, the company faces a precarious market environment driven by fears of an AI bubble. In an internal meeting leaked to Business Insider, Huang expressed concern that the market’s extreme expectations have created a no-win situation: if Nvidia underperforms, it’s seen as evidence of a bubble burst; if it overperforms, it fuels fears of an overheated AI market. This paradox highlights the volatile sentiment surrounding AI technology and Nvidia’s pivotal role in it. Despite the company’s impressive financial results, investor reactions have been unpredictable, with shares fluctuating sharply even after record earnings. Huang emphasized the importance of maintaining focus amid these pressures, warning that market perceptions are heavily influenced by fear and hype rather than fundamentals. Recent developments in the AI industry include the following key facts: 1. Nvidia’s AI chip sales have surged by over 150% year-over-year in Q3 2025, solidifying its dominance in the AI hardware market. 2. Major tech firms like Google, Microsoft, and Amazon are investing billions into AI infrastructure, with Microsoft alone committing over $10 billion to AI cloud services in 2025. 3. The global AI market is projected to reach $1.5 trillion by 2030, driven by advancements in autonomous vehicles, healthcare, and enterprise automation. 4. Regulatory scrutiny of AI technologies has increased, with the U.S. and EU proposing new frameworks to ensure ethical AI deployment and prevent misuse. 5. Despite market volatility, Nvidia’s AI revenue is expected to grow at a compound annual rate of 25% through 2028, reflecting sustained demand for AI hardware and software solutions. As the AI industry continues to evolve rapidly, Nvidia’s leadership remains cautious yet optimistic, emphasizing strategic focus amid market skepticism. The company’s ability to innovate and adapt will be crucial in navigating the uncertain landscape shaped by both technological breakthroughs and societal concerns about AI’s impact. Investors and industry watchers are advised to monitor Nvidia’s next earnings report and regulatory developments closely, as these will likely influence the broader AI market trajectory in the coming years.

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