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Applied AI·October 16, 2026·1 min read

Nvidia CEO on AI Market Turmoil: ‘All of This Is Going to Pass’

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When the leading GPU supplier frames an AI stock rout as temporary, it’s a signal that capex and roadmap bets on accelerated compute are not being walked back. Operators should separate market volatility from infrastructure reality—GPU scarcity and pricing pressure aren’t going away just because multiples compress.