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Nvidia CEO Jensen Huang rejects AI bubble thesis, citing persistent GPU scarcity and unmet demand through 2026-27.

Supply-side leadership affirms multi-year capex cycle; counters macro headwinds and validates bull case for hyperscaler and neocloud capex commitments.
Trade pressSlicast · July 16, 2026 · US · Source: Google News
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Nvidia CEO Jensen Huang rejects AI bubble thesis, citing persistent GPU scarcity and unmet demand through 2026-27.

Supply-side leadership affirms multi-year capex cycle; counters macro headwinds and validates bull case for hyperscaler and neocloud capex commitments.

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In-depth analysis
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Nvidia CEO Jensen Huang rejects AI bubble… · Slicast