Jensen Huang said the recent selloff in technology stocks presents an attractive opportunity for investors, arguing that companies tied to artificial intelligence remain undervalued relative to their long-term growth potential.
The Nvidia chief executive described AI-related stocks as “very cheap” and emphasized that the global buildout of AI infrastructure is still in its early stages.
His comments come as investors reassess valuations across the technology sector following recent market volatility.
AI Investment Cycle Still in Early Innings
According to Huang, demand for AI infrastructure continues to expand rapidly as governments, enterprises, and cloud providers invest heavily in computing capacity.
He argued that current spending levels represent only the beginning of a much larger multi-year investment cycle centered on artificial intelligence.
The Nvidia CEO has consistently maintained that AI will become a foundational technology across nearly every industry, driving demand for chips, networking equipment, data centers, and software platforms.
Analysts note that Nvidia remains one of the primary beneficiaries of this trend due to its dominant position in AI accelerators and computing infrastructure.
Strong Demand Expected Across Supply Chain
Huang also indicated that Nvidia’s purchases from SK Hynix are expected to increase as demand for high-bandwidth memory chips continues growing.
SK Hynix has become one of the most important suppliers of memory products used in advanced AI systems and Nvidia’s data-center hardware.
The comments reinforce expectations that AI spending will continue benefiting companies throughout the semiconductor supply chain rather than only GPU manufacturers.
The broader takeaway is that Nvidia remains highly optimistic about the future of artificial intelligence, with management viewing recent market weakness as a temporary setback rather than a change in the long-term AI growth story.
