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Nvidia CEO Rejects AI Bubble Narrative Amid Gemini 3 Developments
11/24/2025, 00:36
AI SUMMARY
●• Nvidia CEO denies the existence of an AI market bubble
●• Comments highlight Gemini 3 as a key indicator of sustained technological progress
●• The stance supports a bullish long-term view on AI infrastructure demand
Nvidia's CEO has pushed back against claims of an artificial intelligence bubble, citing recent advancements such as Google's Gemini 3. Industry observers note that this perspective reinforces the outlook for continued growth in the AI sector through 2030.
The comments come amid debates regarding the sustainability of AI infrastructure spending. By pointing to tangible software progress like Gemini 3, the CEO aims to validate the massive capital expenditures currently being made in hardware.
This stance supports a bullish long-term view on AI, suggesting that the technology is still in a growth phase rather than a speculative peak. Such sentiment in the tech sector often correlates with broader risk-on behavior in financial markets.