Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call, and That Was Enough to Put Artificial Intelligence (AI) Bubble Fears to Rest
Some investors worry that the pace of artificial intelligence (AI) infrastructure build-outs is not sustainable.
Overview
During Nvidia's (NASDAQ: NVDA) second-quarter earnings call, Jensen Huang used the word "visibility" only once. He did not spend an extended period of time arguing with skeptical analysts about the durability of the artificial intelligence (AI) build-out.
Instead, he explained that Nvidia can now see further upstream and downstream than it ever has -- into wafers, memory, optics, land, power, and the facilities that will house the next wave of AI systems. This single word, set against yet another quarter of record results and a supply-constrained outlook, is more meaningful than the bubble commentary that has followed Nvidia stock for over a year.
Jensen Huang: Image source: Nvidia.
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Originally published at www.fool.com.