Jensen Huang strongly recommends AI to the world's wealthy families: the returns are "insanely impressive," and those who are still doubting are the real "crazy ones"!
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Nvidia CEO Jensen Huang gave a speech in Taipei, China to hundreds of representatives from financial institutions and wealthy family offices, endorsing artificial intelligence investment with "insane" returns, attempting to dispel ongoing market doubts about AI's massive expenditures and long-term profitability.
During this week's Computex, Huang attended a closed-door forum on Tuesday evening, issuing a direct call to potential high-net-worth investors. He stated that the return on investment (ROI) in AI "has been completely reshaped over the past six months, and is now insanely profitable," and called those who question AI returns "crazy." This is a direct rebuttal to recent claims of an AI bubble in the market.
The forum was jointly organized by Era, an investment institution backed by billionaires and founded by Jasper Lau, and Chung Zu Holdings under local financial tycoon Andre Koo Sr. It took place at the Mandarin Oriental Hotel in Taipei, China, attracting over 300 guests, including representatives from Hillhouse, PAG, and DBS Group Holdings Ltd.
Controversy over AI Returns: Huang Responds Directly to Bubble Doubts
Debate over whether an AI investment bubble has formed has been spreading among global investors recently. Critics note that market valuations have soared to unprecedented heights, data center expenditures have accumulated to trillions of dollars, and the future monetization potential of AI remains uncertain.
In his speech, Huang directly referenced last year's similar occasions for comparison. "Remember when we gathered last year and the narrative around investment was—where is the ROI?" he said. "Now, show me an example of anyone still crazy enough to say that. It would sound ridiculous."
This statement marks a clear shift in the narrative around AI investment—from skepticism about "when the returns will appear" to a new phase described by Huang as "returns already being realized." He stated that AI technology has created trillions of dollars of value, enough to prove the rationality of related investment.
Ecosystem Endorsement: TSMC, Micron, SK Hynix, and Marvell Named
In his speech, Huang not only championed Nvidia itself but also publicly called out several companies in its partner ecosystem, including memory chipmakers Micron and SK Hynix, as well as TSMC.
This week, Marvell's stock price soared significantly, triggered by Huang's public statement that the company would join the "trillion-dollar valuation club." This further confirms Huang's public endorsement's direct influence on associated stocks. As key local suppliers to Nvidia, Microsoft, and OpenAI, these companies are racing to secure record financing and loans, becoming part of the global wave of AI debt expansion.
Targeting Family Offices: Wealthy Families Form "New Segment" for AI Financing
Huang specifically addressed the family office group this time, showing a clear strategic intent. In his speech, he pointed out that building AI infrastructure requires land, electricity, and energy, as well as financial support.
"You need land, electricity, energy, but you also need financing," Huang said, positioning wealthy families as a "new segment of global wealth" aside from pension funds and retail investors.
According to Bloomberg, Asian wealthy investors, chasing returns, have invested more than $25 billion into AI startups. Huang's speech shows Nvidia is actively integrating this source of capital into the AI industry financing map, supporting the growing demand for data center construction.
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