Nvidia CEO Huang touts 'insane' AI returns, dismisses doubters

Nvidia CEO Jensen Huang is enthusiastically advocating for the "insane" returns on artificial intelligence investments. He aims to quell investor doubts about the massive spending on AI and its long-term profitability.

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only crazy people would question the returns

Huang spoke to hundreds of representatives from financial institutions and family offices, emphasizing that AI has already created trillions of dollars in value. He asserted that the return on investment (ROI) has been "completely reshaped" in the past six months, leading to "astonishing" profits. He made these remarks at a closed-door event in Taipei, jointly organized by the investment firm Era, backed by billionaire Jasper Lau, and Cathay Financial Holding.

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the return on investment (ROI) has been completely reshaped, and it is now astonishingly profitable

His comments come amid ongoing market debates about whether investors are buying into a potential bubble. Huang directly addressed investors who have urged caution regarding unprecedented market valuations and questioned AI's future monetization after trillions were invested in data centers. He recalled that a year prior, the prevailing question was about ROI, but now, he suggested, anyone questioning AI's returns sounds "crazy" or "mentally ill."

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Remember when we got together last year? The narrative was: where is the ROI? Give me an example. Who is that crazy person today that would say that? They sound mentally ill.