Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

Record sales, a strong financial forecast, and CEO Jensen Huang's impassioned arguments on his company's earnings call weren't enough to push Nvidia shares back to their October high. Nvidia CEO Jensen Huang speaks to the media in Tainan, Taiwan on November 7, 2025. Nvidia CEO Jensen Huang didn't need any prompting on Wednesday to address the elephant in the room . "There's been a lot of talk about an AI bubble," he said on an earnings call before quickly getting to his main point: "From our vantage point, we see something very different." Huang went on to spend about five minutes trying to explain how the chipmaker, which has soared to become the world's most valuable publicly traded company over the past three years, would be able to sustain unprecedented customer demand.