The Nvidia CEO brushed aside growing caution and instead zeroed in on the company he sees as the next dominant force: OpenAI.
“OpenAI is very likely going to be the world’s next multitrillion-dollar hyperscale company,” Huang said.
That bold prediction comes at a moment when even AI’s loudest evangelists are warning of overvaluation and overbuilding.
Altman himself has cautioned that too much money is flooding into unproven AI ventures, while Zuckerberg has compared today’s infrastructure frenzy to past bubbles.
Yet Huang insists the skeptics are missing the deeper forces reshaping the economy. In his telling, the story comes down to basic physics, not hype.
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