Nvidia CEO Downplays AI Bubble Fears as He Enlists New Partners

Nvidia's Huang Says He Doesn't Believe There's an AI Bubble

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By Ian King, Maggie Eastland, and Edward Ludlow

October 28, 2025 at 6:44 PM UTC

Updated on

October 28, 2025 at 9:56 PM UTC

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.