Veytics Intelligence
2026-09-17 · NASDAQ

What AI Bubble? Jensen Huang Just Delivered Great News for Artificial Intelligence Stocks.

Key Points Soaring demand for Nvidia's GPUs has made it the world's largest company by market cap. CEO Jensen Huang forecast that the market for AI infrastructure would be worth $3 trillion to $4 trillion by 2030. Nvidia's ability to keep growing rapidly even at its now-massive scale indicates that Huang could be right. 10 stocks we like better than Nvidia › It was a year ago that Nvidia (NASDAQ: NVDA) CEO Jensen Huang shocked the markets with a bold prediction. In a call with analysts following the company's fiscal second-quarter 2026 earnings results, Huang predicted that artificial intelligence infrastructure spending would reach $3 trillion to $4 trillion by the end of the decade.

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