Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock. - Yahoo Finance

NVIDIA CEO Jensen Huang remains confident amid a recent semiconductor sector pullback, asserting that the current market correction is not a sign of a broader downturn but rather a buying opportunity ... Read original →

Jensen Huang’s confidence stems from structural realities: AI infrastructure spending is still in its early ramp, with data centers deeply locked into NVIDIA’s Hopper and Blackwell architectures. Broadcom’s weak guidance revealed its peripheral role in the AI training stack—highlighting NVIDIA’s unassailable full-stack dominance from CUDA to NVLink. U.S. export controls, while raising global supply chain costs, have inadvertently strengthened NVIDIA’s pricing power in compliant AI compute markets. Over the next 12–18 months, AMD and Intel may aggressively target inference workloads via chiplet designs and open ecosystems, but NVIDIA’s training moat remains intact. Current volatility reflects Fed-driven liquidity repricing, not demand erosion. The true long-tail shift? AI compute is transitioning from discretionary spend to an infrastructure tax—fundamentally redefining semiconductor valuation models.