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

NVIDIA CEO Jensen Huang described the recent global tech stock selloff as a buying opportunity, emphasizing that the construction of AI infrastructure is still in its early stages. The market downturn... Read original →

Jensen Huang’s call to buy the dip rests on AI infrastructure being in its infancy. Technically, NVIDIA’s partnership with SK Hynix on next-gen HBM accelerates EUV adoption in memory fabs, pressuring Samsung to respond and intensifying Korea’s internal rivalry. Regulatory friction from U.S.-led export controls has raised Korean capex by 15–20%, yet SK Group leverages geopolitical neutrality to secure supply chains. Competitively, AMD and Micron may fast-track CoWoS-compatible HBM to bypass CUDA lock-in. Over the next 12–24 months, AI datacenter spending will shift from compute ASICs to bandwidth-constrained memory, positioning Korea—armed with mature DRAM scale and U.S. tech licenses—to potentially set AI memory standards and capture enduring value.