Nvidia CEO Says Selloff in Tech Stocks Is a Buying Opportunity - Yahoo Finance

NVIDIA CEO Jensen Huang described the recent global tech stock selloff as a buying opportunity, emphasizing that the infrastructure buildout for artificial intelligence has only just begun. Despite ma... Read original →

Jensen Huang’s call to buy the dip reflects his conviction that AI infrastructure remains in its ‘electrification era.’ Technologically, NVIDIA’s HBM4 collaboration with SK Hynix pressures Samsung to accelerate CoWoS-integrated AI DRAM, making TSMC’s capacity allocation a geopolitical flashpoint. On compliance, tightening U.S.-ROK export controls on AI chips raise hidden costs for non-U.S. cloud providers, constraining foundry flexibility in Taiwan, China and Korea. Intel may counter with Gaudi 4’s cost advantage in edge AI, while AMD tightens MI300X integration with hyperscalers. Over the next 12–24 months, surging model parameters will sustain data center capex despite valuation corrections, catalyzing a shift toward near-memory computing and pushing chiplet and optical I/O into volume production. This selloff is a structural reshuffle—not a cycle peak.