Nvidia CEO Jensen Huang calls tech stock selloff a buying opportunity as AI ‘just beginning’ - Crypto Briefing

NVIDIA CEO Jensen Huang framed the recent tech stock selloff as a buying opportunity during a visit to Seoul, emphasizing that AI infrastructure development is still in its early stages. The market do... Read original →

Jensen Huang’s 'buy-the-dip' stance reflects a strategic bet on the multi-year AI infrastructure capex cycle. Technically, 3nm and EUV lithography have become critical bottlenecks; TSMC’s (Taiwan, China) capacity constraints will keep raising R&D and delivery costs for fabless players like AMD and Marvell. Geopolitically, U.S.-led export controls on semiconductor tools are forcing foundries to reconfigure supply chains—hurting Micron short-term but accelerating non-U.S. adoption of its alternatives. In response, Broadcom may double down on custom ASICs to retain cloud clients, while AMD must solidify software ecosystem momentum ahead of MI300 scale-up. Over the next 18 months, AI spending will cascade from hyperscalers to telcos and edge nodes, igniting a second demand wave—making today’s valuation dip a tactical entry point.