NVIDIA (NVDA.O) CEO Jensen Huang said at a Berlin event that current AI market
volatility will pass because AI will drive structural change across industries
and countries and the sector remains in an early stage. He said shifting
headlines do not change industry fundamentals and that large-scale hardware
investment will ultimately deliver returns and help calm market unease.
Commenting on recent sell-offs in AI chip and infrastructure stocks amid
investor concern that higher borrowing costs could curb AI capex, Huang said he
remains optimistic and urged investors to focus on first principles,
fundamentals and long-term value.
