Jen-Hsun Huang: There is no AI bubble! Every investment in a major shift in computing paradigms is justified.

In a recent speech, Jen-Hsun Huang emphasized that the rise of AI is not a bubble, but rather a structural shift occurring in computer science. After the end of Moore's Law, general computing can no longer meet the demand for computing power, and the world is accelerating the transition to a GPU-dominated accelerated computing system. At the same time, the recommendation system (Recsys) as an internet engine is fully entering generative AI and driving enterprises to build GPU supercomputers on a large scale. On top of this, Agentic AIs such as Grok, OpenAI, Anthropic, and Gemini have emerged.

He stated: Understanding the underlying migration will reveal that the current resource investment is “entirely reasonable.”