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There is no AI bubble on the demand side: the shortage of computing capacity is global, and spans every company and industry.

Drawn from what Jensen Huang said

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What Jensen Huang actually said

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  1. Jensen Huang

    Co-founder and CEO of NVIDIA since 1993

    They are all dying for computing capacity. Give me an example for a researcher in any university, a scientist in any company who says got plenty of capacity. Everybody is dying for capacity. And so we have a global multi- company, multi-industry shortage.

    Where this was said

    Watch from 1:10:02 plays here

    ↗NVIDIA’s Jensen Huang on Reasoning Models, Robotics, and Refuting the “AI Bubble” Narrativeyoutube.com

    video · 1h 16m · spoken · machine transcript

    All 20 korrents from this recordingthis one is 20th

Added to korrents 8 Jan 2026 · How quotes work · Something wrong? Tell us

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