Nvidia CEO Jensen Huang tells you what to believe and not to on all the AI bubble talk – The Times of India

Nvidia CEO Jensen Huang has once again addressed the topic of AI bubble. Recenty, Huang talked about the issue that whether artificial intelligence is moving towards a bubble reminiscent of the dot-com crash. Speaking at the 2025 US-Saudi Investment forum, Huang delivered a three-minute response that reframed the conversation. Instead of focusing on the market valuations, Huang argued that the investors are worried about a bubble may be overlooking the fundamental technological shift which is already reshaping global computing. Speaking at the event, Huang started pointing to a structural constraint in computer science: the end of Moore’s Law, the decades-long trend of transistor density doubling every two years. Huang added that the trend has now plateaued, creating a widening gap between skyrocketing demand for computing power and the industry’s ability to supply it through traditional chips. “This isn’t speculation—it’s a fundamental challenge driving the need for new computing paradigms,” Huang said.This gap, he explained, is why companies are not merely experimenting with AI infrastructure but committing massive capital expenditures to it out of necessity.

The supercomputer revolution already happened

Huang also stressed on the fact that the AI boom is not about betting on future technology but it is about relocating computing resources today. “The world is voting with real capex,” he said,…