Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners

Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble, saying the company’s latest chips are on track to generate half a trillion dollars in revenue.

The Blackwell processor, Nvidia’s flagship artificial intelligence accelerator, and the newer Rubin model are fueling an unprecedented surge of sales growth through 2026, Huang said Tuesday at a company presentation in Washington.

The event — Nvidia’s first GTC conference held in the nation’s capital — highlighted the partnerships that the company is forging across the industry. The chipmaker is teaming up with Uber Technologies ...