Nvidia's Huang Says He Doesn't Believe There's an AI Bubble

Watch Nvidia's Huang Says He Doesn't Believe There's an AI Bubble - Bloomberg on Dailymotion

Transcript

00:00You talked about how AI is now worth paying for.

00:02You talked about the end or not of Moore's Law, depending on your point of view,

00:08but the need to scale to meet demand.

00:11Was that you saying we are not in an AI bubble?

00:15I don't believe we're in an AI bubble.

00:17And the reason for that is we're going through a natural transition

00:20from an old computing model based on general purpose computing to accelerated computing.

00:25We also know that AI has now become good enough because of reasoning capability,

00:30research capabilities, its ability to think.

00:33It's now generating tokens and now generating intelligence that's worth paying for

00:38to the point where I'm paying lots of it.

00:41Cursor is all over NVIDIA.

00:43Every single one of our engineers use it.

00:44We pay lots and lots of money for it, and we're delighted to do it.

00:47And Cursor is just one of the applications.

00:49You know, what is it, 11 Tech, I forget.

00:57But anyways, all of these different AI models that we're using,

01:01we're using plenty of services and happily doing it.