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Nvidia $NVDA CEO, Jensen Huang, on the AI bubble danger: "The bubble will come someday, just not today. This is in the very beginning of the buildout. It is very unlikely in the next 5 years, and we will see with the 5-10 years. It depends on how fast...

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🔥NVIDIA CEO Jensen Huang: "The AI bubble will come SOMEDAY. It’s just not today.” “It’s very unlikely in the next five years.” “It depends on how fast we can build.” "The challenge is that the rate at which we can build the infrastructure is limited by physical things." "The industry could build faster, but we don't have enough chips, memory, and data centers."
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🔥NVIDIA CEO Jensen Huang: "The AI bubble will come SOMEDAY. It’s just not today.” “It’s very unlikely in the next five years.” “It depends on how fast we can build.” "The challenge is that the rate at which we can build the infrastructure is limited by physical things." "The industry could build faster, but we don't have enough chips, memory, and data centers."

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Nvidia CEO on whether we are in a bubble: "The bubble will come someday. It's just not today." "Yeah, it's very unlikely in the next five years." "We basically are constrained in every single direction, in every single way. That constraint is good." "That constraint is what holds the system back. So that gives us plenty of time to go build out these infrastructure." $NVDA
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Nvidia CEO on whether we are in a bubble: "The bubble will come someday. It's just not today." "Yeah, it's very unlikely in the next five years." "We basically are constrained in every single direction, in every single way. That constraint is good." "That constraint is what holds the system back. So that gives us plenty of time to go build out these infrastructure." $NVDA

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We need a bubble so there is enough capital to build out the AI infrastructure needed for the next few decades. It just doesn't seem like we are in a bubble yet.
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We need a bubble so there is enough capital to build out the AI infrastructure needed for the next few decades. It just doesn't seem like we are in a bubble yet.

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Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

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Redesigning how the world builds chips was just the start. NVIDIA CEO Jensen Huang talks with Joe Rogan about running NVIDIA like everything is on the line and how that mindset still drives how we build today.
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Redesigning how the world builds chips was just the start. NVIDIA CEO Jensen Huang talks with Joe Rogan about running NVIDIA like everything is on the line and how that mindset still drives how we build today.

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Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust: "No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short." According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion. Via Axios
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Nvidia $NVDA CEO, Jensen Huang, on if the semiconductor industry is due for a bust: "No, not for a while. This time is different because this is not demand driven, it is not seasonal...meaning seasonal demand driven. This is industrially driven, meaning the fundamental technology of computers is changing. We need a whole new layer of infrastructure in the world. We have energy, internet, roads, railroads, we now need the intelligence layer built on top of all of that and this layer needs chips. I believe we need our semiconductor industry to be somewhere between 5-10x larger than it is over the course of the next 10 years. It is way too small today, which is the reason why memory is in such shortage, storage is in such shortage, optical interconnects are short, packaging is short, and TSMC foundry chips are short. Everything is in such short supply because it is not a cyclical nature. It is fundamental infrastructure related. The whole industry is short." According to the WSTS, the semiconductor industry is projected to be $1.5 trillion in 2026. 5-10x larger puts it at $7.5 trillion to $15 trillion. Via Axios

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🟥 Prime Minister Carney’s pre-budget speech last night was EPIC. He hit it out of the park! 😃🫡 It was a rousing and immutable speech, in which he highlighted the work the new government has been engaged in over spring and summer, and laid out the goals for the near future. 🇨🇦 A forward-looking, inspiring, Canada-strong vision … OPPORTUNITY. This is such an exciting time!! ✅ 🚀 Below is an edited and shortened version of the full speech, featuring most of the main highlights… 🎞️ PM CARNEY 🍁: ◾️ “We’ve learnt that now is not the time to be cautious because fortune favours the bold.” ◾️ “We used to build things in this country. We can build again… We used to take big, bold risks in this country – it is time to swing for the fences.” ◾️ “We’ll build a stronger economy where everyone has a chance to get ahead.” ◾️ “It’s not just what we build but HOW we build. We will build inclusively, in full partnership with Indigenous Peoples.” ◾️ “We will build in solidarity with workers - creating good union jobs.” ◾️ “All of the big projects we are driving forward … will create high-paying careers, many of them union careers here in Canada.” ◾️ “The upcoming budget will balance the operating deficit in 3 years.” ◾️ “It is fact that we are forecast to be the 2nd FASTEST growing economy in the G7 over the course of the next 2 years.” ◾️ “We will do what it takes. We’ll play to win. We will bet on Canada and all Canadians.” #LeadershipMatters
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Culture is genetic because behavior is genetic. This beaver never saw a dam in its life. No beavers or anything else ever taught it to build a dam. It wants to build a dam because it is a beaver. Many beavers together build a big dam. That is beaver culture. Humans are not different. Nothing is different. This is what life is. This is how life works. Your body is your mind. A caterpillar wants to build a chrysalis. A bee wants to build a hive. A lion wants to build a pride. You are not special. You are not above your nature. you are INSIDE of it. The thoughts that we think are genetic thoughts. The crimes we commit are genetic crimes. The art we create is genetic art. Just like this beaver, you can give the animal different sticks and it will build a different dam, but it will always build a dam. And you can give humans different "education," but the human will always use it to do what its genes tell it to do. This is the first big answer that you need. This is the biggest piece of the puzzle. This is how to understand people 90% of the way. You just... notice what they do, and get out of the way, and watch them do it. And if they need sticks, you give them sticks. And if you don't like what they do, you have to get away from them. You cannot train dam-building into them or out of them any more than you can with a beaver. A beaver wants to build a dam because it is a beaver. Whatever you see people build, that's what they wanted to build from the sticks they got in the river they were in. Stop pretending you can change it.

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In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam
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In the 20th century, power depended on OIL and STEEL. In the 21st century, power depends on AI, CHIPS and COMPUTE CAPABILITY. At AI Summit 2026 India, I spoke about why the GPU challenge is not just a ‘supply chain issue’ but a ‘sovereignty issue’. In the AI century, power will rest with those who control chips, compute capacity and data centres. Today, design monopolies, manufacturing concentration and export controls determine who gets access. India controls none of these critical levers. We have the talent. We have the ambition. We have the intent. We have the capital. But talent without compute is aspiration. And compute without sovereignty is dependence. The role of policymakers is not to slow AI down; it is to remove bottlenecks, diversify access, set clear national targets, and build sovereign AI infrastructure in India. This is not partisan. It is strategic. #IndiaAIImpactSummit2026 #AI #ResponsibleAI #ArtificialIntelligence #BharatMandapam

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Part 1 of 5. Building Systems. For 251 years, the Army has changed to meet the needs of the Nation. Today, that means changing the way we build. We are fixing the systems behind the force, investing where it matters, and moving faster so Soldiers have what they need to win.
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