00:00NVIDIA CEO Jensen Huang is downplaying fears of an AI bubble, saying demand for his company's
00:06chips is growing, even for older hardware.
00:09And so one good test on the AI bubble is to recognize that NVIDIA has now millions
00:16of NVIDIA GPUs in the cloud.
00:18We're in every cloud, we're used everywhere, and the stock price of GPU rentals is going
00:24up.
00:25Not just the latest generation, but two generation old GPUs.
00:30During his speech at the World Economic Forum, Huang called AI the largest infrastructure
00:35build-out in human history.
00:37Huang has been pushing for more data centers around the globe.
00:40He's scheduled to visit Taipei next week, where he'll finalize plans for the firm's
00:44new regional headquarters.
00:46Huang will also visit China, where NVIDIA is working to expand after the Trump administration
00:51lifted export controls on advanced chips like the H200.
00:55not recently.
00:56Huang will find his community.
00:56Huang will also visit your
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