Nvidia stock closes up 7.92% after Jensen Huang said the tech industry's surging capex for AI infrastructure is justified, appropriate, and sustainable
The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's “Halftime Report.”
CNBC Kif Leswing
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Discussion
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@stocksavvyshay
Shay Boloor
on x
Jensen Huang's interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time. [v…
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@yoemsri
Youssef El Manssouri
on x
@DeItaone He's not wrong. Meta deployed LLMs across 4 billion users before most companies finished their pilot programs.
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@mattzeitlin
Matthew Zeitlin
on x
“ok but what do you actually use AI for” the same thing all intelligence is used for: improving the click thru rates of online ads
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@jerrycap
@jerrycap
on x
$META likely about to obliterate what's left of boomers minds with AI over the next 20 years. You think you're getting inheritance? That's Zucks money to take.
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@threehatsinarow
@threehatsinarow
on x
@MattZeitlin Connecting consumers with products that improve their lives is the highest and greatest calling and I'm excited to give the duty to the robots
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@edzitron.com
Ed Zitron
on bluesky
One of the more maddening ai bubble weeks crested by headlines that just say “Jensen Huang says actually the buildout is sustainable.” What's he gonna say? “Nah dude Blackwell will never pay for itself sorry lol” — www.cnbc.com/2026/02/06/n...
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@seldo.com
Laurie Voss
on bluesky
Was there somebody expecting him to say “no, this is a bubble. We are actually playing a financial shell game where everybody is investing in everybody else in order to afford to buy each other's products at wildly inflated prices”? [embedded post]
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r/StockMarket
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Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable
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r/wallstreetbets
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Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable
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r/ValueInvesting
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Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable
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r/technology
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Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable
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r/NVDA_Stock
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Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable
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r/NvidiaStock
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Nvidia rises 7% as Jensen Huang says $660 billion capex buildout is sustainable
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r/business
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Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable