Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be truth to the warnings of an AI bubble, Jensen Huang is doubling down on his bullishness.

In a recent podcast appearance with Bill Gurley and Brad Gerstner, the Nvidia CEO brushed aside the 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 in

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