Nvidia’s CEO Jensen Huang says the company is caught in a “no-win situation” due to mounting fears of an AI bubble. Despite posting record earnings, investors’ expectations have become so extreme that they see danger in both directions. If Nvidia delivers a bad quarter, it would be seen as evidence of an AI bubble, while a great quarter would fuel the market’s enthusiasm. Huang believes the company is not responsible for policing how the market prices demand but rather focuses on building compute infrastructure needed by others.
Huang also joked about Nvidia’s wild swings in valuation, saying no one has ever lost $500 billion in a few weeks. He emphasized that the company’s underlying business remains strong despite the punishing market reaction. The CEO urged employees to stay focused and let the market take care of itself.
Source: https://fortune.com/2025/11/21/nvidia-ceo-jensen-huang-q3-earnings-beat-no-win-situation-ai-bubble-fears-nvda-stock-selloff