Nvidia CFO: AI bubble concerns are exaggerated; computing power demand continues to grow.

2025-12-04 14:30
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Nvidia CFO Colette Kress stated at the UBS Global Technology and Artificial Intelligence Conference that market concerns about an AI bubble are exaggerated. She pointed out that Nvidia's AI accelerator chips are primarily used to build new data centers, rather than replace existing GPUs, demonstrating that computing power demand continues to grow. Kress emphasized that the global AI industry is in the early stages of infrastructure development, and global AI-related investments are projected to reach $3 trillion to $4 trillion by 2030.