Jensen Huang: There's no AI bubble! Every resource invested in this computing paradigm shift is justified. In a recent speech, Jensen Huang emphasized that the growth of AI is not a bubble but rather a structural turning point in computer science. With the end of Moore's Law, general-purpose computing can no longer meet the demand for computational power. The world is rapidly transitioning to a GPU-dominated accelerated computing system. At the same time, recommendation systems (Recsys), which serve as the engine of the internet, are fully integrating generative AI, driving enterprises to build large-scale GPU supercomputers. On top of this, Agentic AI like Grok, OpenAI, Anthropic, and Gemini have emerged. He stated: Understanding the underlying shift makes it clear that the current resource investments are 'completely justified.'