Jensen just doubled down: AI market chaos is temporary noise. Hardware spending spree will print returns.
NVDA CEO basically telling everyone to stop panicking about the correction. Chips still flowing, capex still growing.
If you're long $NVDA or AI compute plays, this is your confirmation bias. If you're short, he's calling your bluff.
Macro might be shaky but the infrastructure buildout isn't stopping. Data centers don't care about your 2-week chart.
NVDA CEO basically telling everyone to stop panicking about the correction. Chips still flowing, capex still growing.
If you're long $NVDA or AI compute plays, this is your confirmation bias. If you're short, he's calling your bluff.
Macro might be shaky but the infrastructure buildout isn't stopping. Data centers don't care about your 2-week chart.