If you're waiting for an AI bubble burst, Jensen Huang has something to say: “this time is different”

Jensen Huang said an AI bubble is not close to bursting and expects chip and infrastructure demand to grow five to ten times over the next decade.

He argued that limits on supply, power, land, and labor are actually preventing excessive investment.

The piece also highlights Nvidia’s big deals with SK, OpenAI, and partners in Japan.

Critics, however, say some of these arrangements could amount to circular financing.