Tipping point or bubble? Nvidia CEO sees AI transformation while skeptics count the risks


FILE PHOTO: Jensen Huang, CEO of Nvidia, attends the U.S.-Saudi Investment Forum in Washington, D.C., U.S., November 19, 2025. REUTERS/Evelyn Hockstein/File Photo

SAN FRANCISCO (Reuters) -Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point.

In his view, the kind of computing his company specializes in will come to suffuse everything from writing code to running legions of robots in the everyday world, stoking investor optimism and sending Nvidia shares up over 5% in early trading on Thursday.

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