On an earnings call, Nvidia CEO Jensen Huang brushed aside concerns about an AI bubble, emphasizing the company’s role in powering a broad AI revolution. He highlighted record quarterly sales, a strong outlook, and strategic investments in firms such as OpenAI, CoreWeave and Anthropic. While Wall Street showed mixed reactions, the stock rose modestly after hours. Nvidia continues to dominate the GPU market, with most revenue now coming from data‑center products, and it anticipates continued demand despite broader market scepticism.
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