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.

There's no doubt that retail banking leaders understand the potential of artificial intelligence technology to improve customer experience. Nearly every one (94%) of more than 300 banking and insurance executives surveyed by The Capgemini Research Institute agreed that improving CX is the key objective behind launching new AI-enabled initiatives. In fact, more than half of the international sample say that at least 40% of customer interactions are already enabled by various AI applications, including conversational agents, prescriptive modeling, process automation, and complex analytics. That would be impressive -- except for one thing: Half of more than 5,000 consumers polled by Capgemini worldwide feel that the value they receive from AI-powered financial interactions was "non-existent or less than expected." What about in the U.S., the land of "Erica" and "Eno" and other digital assistants, and the many advanced mobile banking apps?

There's no doubt that retail banking leaders understand the potential of artificial intelligence technology to improve customer experience. Nearly every one (94%) of more than 300 banking and insurance executives surveyed by The Capgemini Research Institute agreed that improving CX is the key objective behind launching new AI-enabled initiatives. In fact, more than half of the international sample say that at least 40% of customer interactions are already enabled by various AI applications, including conversational agents, prescriptive modeling, process automation, and complex analytics. That would be impressive -- except for one thing: Half of more than 5,000 consumers polled by Capgemini worldwide feel that the value they receive from AI-powered financial interactions was "non-existent or less than expected." What about in the U.S., the land of "Erica" and "Eno" and other digital assistants, and the many advanced mobile banking apps?

Artificial Intelligence (AI) is a very broad topic, and the superset for concepts like machine learning. The hype around artificial intelligence has become extraordinarily deafening. Developers, vendors, end users, and the analyst community are routinely making assumption about AI that tests the arrogance and ignorance of everyone involved. What I've found is that, outside a small set of seasoned university professors, select vendors, and patent holders for artificial intelligence algorithms, no one is really an expert in this emerging field. AI is a buzzword carelessly bandied about to evoke "cutting-edge", but the reality of the claims often belong in science fiction. There are broad assumptions on what is possible with AI, what actually works, and, most importantly, what the outcomes will actually look like.

Can we talk about this first? Artificial intelligence is going to change the world profoundly, although exactly how is still unclear. The CEO of one AI company recently declared that "working for a living will become obsolete" as smart robots begin providing everything we need from self-driving cars to health care. That's a little hard to believe. But business leaders think AI could soon reduce the human workforce by as much as 99 percent in certain sectors.

Ever since Microsoft, Sony and Nintendo became established as the "big three" of the video game console space, there has been little else to challenge them. The Ouya was a bust. The Atari VCS…uh, well see I guess, but I'm not holding my breath. But now there are rumblings that none other than Google might want to take them on. Given that the video game industry is larger than the movie and music industry combined by quite a large margin, it stands to reason that any number of megacorps might want to get in on the action.

Artificial intelligence research should be done publicly and for the public good, according to Alphabet Executive Chairman Eric Schmidt, who admitted to not initially recognizing the importance of AI. In a speech here at RSA, Schmidt argued that AI research "should be done in the open," lest the work encourage paranoia and suspicion between countries. "The research should be done for the benefit of the many, not the few, and should apply to every human," he said. Diversity of though is also important, he stressed. "More people looking at it means a better outcome," he said.