Nvidia CEO Jensen Huang: Falling Stock Prices Are a 'Discount,' AI Will Be Global Infrastructure

Nvidia CEO Jensen Huang views the recent sharp decline in semiconductor-related stock prices as an opportunity, describing it as a "discounted price" that investors should welcome. He asserted that Artificial Intelligence (AI) is poised to become the fundamental infrastructure for global industries, drawing a parallel to the internet's transformative role.

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Just as the internet was the infrastructure of the world, AI will become the infrastructure of the world.

Huang shared these insights during a meeting with SK Group Chairman Chey Tae-won at the SK Seorin Building in Seoul on June 8. The discussion focused on strengthening the AI alliance between Nvidia and SK Group. "Just as the internet was the infrastructure of the world, AI will become the infrastructure of the world," Huang stated.

His comments came in response to questions about the recent downturn in semiconductor stocks. Companies like Samsung Electronics and SK Hynix have seen their stock prices fall after reaching recent highs. Huang suggested that the current market conditions present a favorable buying opportunity for those interested in the sector.

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Everyone should be very happy about the stock price... because you can buy it at a discounted price right now.

Furthermore, Huang emphasized that the development of AI infrastructure is still in its nascent stages. He indicated that the global build-out of AI infrastructure is "very early," suggesting significant future growth and investment potential in the field.

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The global AI infrastructure build-out is still very early.