IT Home On October 17, according to a report, in an interview with Bloomberg reporter Emily Chang in London on October 14 local time in the UK, Nvidia CEO Jensen Huang said that current AI demand far exceeds supply. He does not believe we are currently in the “AI bubble” phase, but he also admitted that future supply may exceed demand.
During the interview, Tim Cook said: “Bubbles occur when supply exceeds demand. Eventually, supply and demand will balance out, and at some point, supply may exceed demand, but not today. Today, demand is far greater than supply.”
In response to market concerns raised by AI cloud service provider CoreWeave, Tim Cook said there was no need to rescue the company, and its financial situation would be fine. Reports say CoreWeave’s stock price reversed its decline on Thursday and closed up nearly 6%. IT Home provides the following stock price information:
He Jingyu believes that AI security should not be a reason for slowing down, and the industry should accelerate the deployment of AI rather than slow it down. To prevent AI from going out of control, more AI is needed. The Bloomberg article does not elaborate on the corresponding technical mechanisms, verification standards, or applicable boundaries.