Summary: Nvidia CEO Jensen Huang believes the company is at a tipping point for AI transformation, with its chips powering everything from coding to robotics. However, market skeptics are concerned about Nvidia’s heavy reliance on a few major customers and the potential for an AI bubble. Despite Nvidia’s optimistic outlook, analysts worry about competition from companies like Google and Amazon designing their own AI chips.

Link: https://www.channelnewsasia.com/business/tipping-point-or-bubble-nvidia-ceo-sees-ai-transformation-while-skeptics-count-risks-5478936