Nvidia CEO Jensen Huang defends AI industry growth amid bubble concerns

Nvidia CEO Jensen Huang argues that the AI industry has entered a high production ramp phase, noting that AI products have become profitable as companies like OpenAI and Anthropic transition from research to commercial businesses. Despite growing concerns about an AI bubble and warnings from industry leaders like Dario Amodei and Sam Altman regarding potential risks, Huang remains optimistic. Meanwhile, investor Michael Burry has increased his short position on Nvidia, citing concerns that the company is overvalued.