Tipping point or bubble? Nvidia CEO sees AI transformation while skeptics count the risks

SAN FRANCISCO: Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point.

In his view, the kind of computing his company specializes in will come to suffuse everything from writing code to running legions of robots in the everyday world, stoking investor optimism and sending Nvidia shares up over 5% in early trading on Thursday.

But a growing band of market skeptics are concerned the only way off a tipping point is down.