'Don't be alarmed': Nvidia CEO Jensen Huang to Google, Microsoft, Meta investors

2026-02-08 - 03:55

Nvidia's CEO reassures investors about the substantial capital expenditures by tech giants like Google, Microsoft, Meta, and Amazon on AI infrastructure. He asserts that these investments, totaling billions, are appropriate and sustainable, driven by immense AI demand. This spending surge is significantly boosting Nvidia's stock, despite broader market concerns.