Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks
2 Articles
2 Articles
Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks
Key PointsNvidia CEO Jensen Huang believes current semiconductor demand is industrially driven and that the semiconductor industry needs to grow five to 10 times larger.Recent chipmaker earnings, including from Nvidia and Intel, show that there's still significant compute demand.10 stocks we like better than Nvidia › The chip industry has historically been cyclical, going through cycles that average about four years. With semiconductor stocks un…
The fear of a bubble in artificial intelligence has been punishing Nvidia for months. His CEO, Jensen Huang, launches an ordago: ‘This time it’s different’. Keys of the Huang operation defends an industrial transformation, not a speculative cycle. The scarcity of chips, energy and soil acts as a natural brake that prevents a dotcom-style overinvestment. Agreements with OpenAI and SK Group exceed billion dollars. Nvidia invests in customers who t…
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