NVIDIA CEO Jensen Huang asserted that the current scale of customer investment in data centers is both appropriate and sustainable. He projected that the construction of artificial intelligence (AI) infrastructure would persist for the next 7 to 8 years, driven by "astonishingly high" demand and exceptionally rapid adoption rates. Several major global tech firms have unveiled substantial capital expenditure plans, with a significant portion of these funds earmarked for NVIDIA—a trend that had previously raised investor concerns. Nevertheless, Huang emphasized that AI has already begun delivering tangible returns for its adopters, alleviating fears of industry-wide overcapacity.

Previously, NVIDIA’s stock price had experienced a five-day consecutive decline, resulting in a market value loss of approximately $500 billion. However, on Friday, the stock price surged by as much as 7.7%, adding over $300 billion to its market capitalization.