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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 of over 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, Huang expressed concern that the market’s extreme expectations—whether Nvidia reports stellar results or not—are creating a no-win situation. This reflects broader industry tensions, as AI investments continue to surge globally, with recent reports indicating that AI startups secured over $10 billion in funding in Q3 2025 alone. Additionally, the global AI chip market is projected to reach $150 billion by 2027, driven by increased adoption in healthcare, automotive, and finance sectors. Despite Nvidia’s dominance, regulatory scrutiny is intensifying, with the U.S. and EU proposing new AI governance frameworks to ensure ethical deployment. Meanwhile, AI-powered applications like autonomous vehicles and medical diagnostics are demonstrating rapid advancements, with AI contributing to a 20% increase in productivity in manufacturing industries worldwide. The market’s volatility underscores the importance of sustainable growth and responsible innovation, as Nvidia navigates the fine line between technological leadership and market skepticism. As AI continues to reshape industries, Nvidia’s strategic focus on ethical AI development and global partnerships aims to sustain its growth trajectory amid mounting challenges.

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