I feel Jensen is slightly concerned but wants to push the envelope as hard as he can. Hearing him speak about AI bubble fears, feels like he is trying to convince himself more than trying to calm the market down.
2025 brought so much profit to investors where the market just ran wild with AI hype, but the market is shifting to being more conservative and scrutinising the application of AI, not just buying into any companies claiming to use the technology.
I am starting to wonder if the shortage of memory and storage (for 2026 and even into early 2027) is because of a bottleneck of available materials to produce, or companies like Seagate, WD, Toshiba, etc. are expecting the bubble to pop and therefore do not want to increase production volumes (the companies that go under will not pay up for the orders and it will be diverted to mass market consumers) to avoid having a glut and having to sell the excess at low margins.
I still think nvda pivoted hard to AI considering how badly their GPUs became, which likely is the reason for Jensen being so desperate to have the hype continue. Competitors like AMD (and their partners from TW, HK and CN) should fully muscle into the GPU market to ensure nvda cannot come crawling back when the AI bubble bursts.
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