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Fortune
Fortune
Business
Eva Roytburg

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

NVIDIA founder, President and CEO Jensen Huang speaks about the future of artificial intelligence and its effect on energy consumption and production at the Bipartisan Policy Center on September 27, 2024 in Washington, DC. (Credit: Chip Somodevilla—Getty Images)

Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider.

“The market did not appreciate our incredible quarter,” Huang said on Thursday, less than 24 hours after Nvidia reported another set of record earnings and said it had “visibility” into half a trillion dollars of revenue lined up for the rest of 2025 and 2026.

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