Nvidia CEO Jensen Huang Dismisses AI Bubble as Amazon Meta Expand AI

The artificial intelligence market is currently navigating a complex landscape of robust growth, significant investment, and emerging concerns. Nvidia CEO Jensen Huang recently dismissed fears of an AI bubble, projecting substantial yearly AI infrastructure spending between $3 trillion and $4 trillion by 2030, with tech giants already investing $400 billion this year. Huang emphasizes that Nvidia's GPUs also support existing non-AI software, adding stability to the market. This optimism is echoed by analysts who view any stock dips as buying opportunities, and investor confidence in AI appears bolstered by Nvidia's recent earnings. However, not all news is positive. Concerns about "depreciation" are impacting AI stocks, with the Nasdaq 100 down 6.3% and the Technology Select Sector SPDR Fund falling over 9%. Experts like Michael Burry warn that expensive AI chips and GPUs might lose value much faster than anticipated, potentially in 2-3 years instead of 6. Peter Berezin of BCA Research estimates annual depreciation could reach $500 billion by 2030, which could significantly affect company profits, a factor Kai Wu of Sparkline Capital notes many companies are not adequately accounting for. Despite these mixed signals, major players continue to integrate and invest heavily in AI. Billionaire investor Stanley Druckenmiller recently acquired shares in Amazon, Meta Platforms, and Alphabet. Amazon's AWS is leveraging AI for projects like Project Rainer with Anthropic and a $38 billion deal. Meta Platforms uses AI to enhance advertising and user engagement across its apps, including WhatsApp and Threads, and has begun trading energy to secure power for its expanding AI operations. Alphabet's Google Cloud is growing with its Gemini AI model, and AI boosts its search and YouTube businesses. OpenAI has also recognized Google's advancements in AI. Individual company performances reflect this varied environment. Intuit's stock rose 5.5% following strong Q1 results, while Oracle's stock fell 6.4% due to worries about AI spending costs. Lenovo Group, despite achieving its best-ever quarterly sales of US$20.45 billion for Q2 fiscal 2025/26, with AI-related products driving 30% of that revenue, saw its stock price drop by 7.8%. Meanwhile, Palantir Technologies Inc. experienced a significant stock dip, which many see as a long-term investment opportunity given its strong product and growing customer base. In the AI hardware sector, Cerebras Systems CEO Andrew Feldman reports a strong market with rapidly increasing demand for AI chips, and his company plans an IPO. In other developments, Samsara (IOT) launched new AI-powered solutions for commercial fleets, including an AI dashcam and driver coaching system, leading to a 20% drop in accidents and a 5% increase in fuel efficiency for a partner. Samsara's stock has risen 17.5% in the last six months. Separately, several executives at Palladyne AI Corp. (PDYN), including Chief Legal Officer Stephen Sonne, Chief Commercial Officer Kristi Martindale, Chief Technology Officer Denis Garagic, and Chief Financial Officer Trevor Thatcher, sold shares on November 21, 2025, at a weighted-average price of $5.1129 to cover income tax liabilities from restricted stock units.

Key Takeaways

• Nvidia CEO Jensen Huang dismisses AI bubble fears, projecting $3 trillion to $4 trillion in yearly AI infrastructure spending by 2030, with $400 billion invested this year by tech giants.
• Concerns about "depreciation" are impacting AI stocks, with experts warning that expensive AI chips and GPUs may lose value faster than expected, potentially reaching $500 billion in annual depreciation by 2030.
• Billionaire investor Stanley Druckenmiller purchased shares in Amazon, Meta Platforms, and Alphabet, highlighting strong AI integration and growth potential in these companies.
• Meta Platforms is actively securing energy resources to power its growing AI operations, while Alphabet's Google Cloud is expanding with its Gemini AI model.
• Lenovo Group reported record quarterly sales of US$20.45 billion, with AI-related products accounting for 30% of revenue, yet its stock price fell by 7.8%.
• Palantir Technologies Inc.'s recent stock dip is considered a long-term investment opportunity by many due to its strong product and expanding market.
• Samsara (IOT) introduced new AI tools for commercial fleets, which led to a 20% reduction in accidents and a 5% increase in fuel efficiency for a partner.
• The AI hardware market is experiencing strong demand, according to Cerebras Systems CEO Andrew Feldman, with his company planning an IPO.
• Tech and AI stocks show mixed results, with Intuit's stock rising 5.5% after strong Q1, while Oracle's stock fell 6.4% over AI spending cost concerns.
• Four Palladyne AI Corp. executives, including the CLO, CCO, CTO, and CFO, sold shares on November 21, 2025, at $5.1129 each to cover income tax liabilities from restricted stock units.

Palladyne AI Officer Sells Shares for Tax Payments

Stephen Sonne, Chief Legal Officer at Palladyne AI Corp. (PDYN), sold 3,411 shares of company stock on November 21, 2025. He sold these shares at a price of $5.1129 each. This sale covered income taxes from his restricted stock units vesting. Sonne now owns 187,008 shares in the company.

Palladyne AI Officer Martindale Sells Stock for Taxes

Kristi Martindale, Chief Commercial Officer at Palladyne AI Corp. (PDYN), sold 6,753 shares of common stock on November 21, 2025. She sold the shares for $5.1129 each. This sale helped cover income tax liabilities from her restricted stock units. After this transaction, Martindale beneficially owns 305,483 shares.

Palladyne AI CTO Sells Shares to Cover Tax Costs

Denis Garagic, Chief Technology Officer at Palladyne AI Corp. (PDYN), sold 15,611 shares of company stock on November 21, 2025. The shares sold at a weighted-average price of $5.1129. This sale covered income tax liabilities from his restricted stock units. Garagic now owns 569,248 shares in the company.

Palladyne AI CFO Sells Stock for Tax Obligations

Trevor Thatcher, Chief Financial Officer at Palladyne AI Corp. (PDYN), sold 2,648 shares of common stock on November 21, 2025. He sold these shares at a weighted-average price of $5.1129. This transaction covered income tax liabilities from his restricted stock units. Thatcher now beneficially owns 164,937 shares.

Tech and AI Stocks Show Mixed Results After Earnings

Tech and semiconductor funds saw small gains, but individual AI stocks had mixed results after recent earnings reports. Intuit's stock rose 5.5% due to strong Q1 results, while Oracle's stock fell 6.4% over worries about AI spending costs. Alphabet gained 2.1% as OpenAI recognized Google's AI advancements. Meta Platforms also started trading energy to secure power for its growing AI operations.

Nvidia Earnings Boost Investor Confidence in AI

Ayako Yoshioka, a portfolio consulting director at Wealth Enhancement Group, stated that AI-related company valuations appear reasonable. Investors are carefully reviewing Nvidia's recent earnings report. These results strengthen investor belief in the future of the AI market.

Lenovo Stock Falls 7.8 Percent Despite Record AI Sales

Lenovo Group (SEHK:992) announced its best-ever quarterly sales for the second quarter of fiscal 2025/26, reaching US$20.45 billion in revenue. AI-related products drove 30% of this total revenue, showing strong growth in both Personal AI and Enterprise AI. Despite these record-breaking results, the company's stock price dropped by 7.8%.

Nvidia CEO Dismisses Fears of an AI Bubble

Nvidia CEO Jensen Huang stated that concerns about an AI bubble are unfounded, seeing strong growth instead. CFO Colette Kress expects $3 trillion to $4 trillion in yearly AI infrastructure spending by 2030, with tech giants already investing $400 billion this year. Nvidia's GPUs also power existing non-AI software, providing stability. Analysts like Dan Ives and Brian Colello support this view, calling any stock dips a buying chance. However, some investors still question if the massive AI spending can continue long term.

Depreciation Worries Hit AI Stock Market

Fears about "depreciation" are causing problems for AI stocks, with the Nasdaq 100 down 6.3% and the Technology Select Sector SPDR Fund down over 9%. Experts like Michael Burry worry that expensive AI chips and GPUs will lose value much faster than companies expect, possibly in 2-3 years instead of 6. Peter Berezin of BCA Research estimates annual depreciation could reach $500 billion by 2030, impacting profits. Kai Wu of Sparkline Capital also warns that many companies are not accounting for this faster depreciation, which could lower reported earnings.

Cerebras CEO Says AI Hardware Market is Strong

Andrew Feldman, CEO of Cerebras Systems, stated that the current market for AI hardware is very good. He noted that demand for AI chips is rapidly increasing as more industries adopt artificial intelligence. Feldman also discussed the Trump administration's approval of AI chip sales to the Middle East and his company's plans for an IPO. Cerebras Systems has a clear strategy to compete and grow in this fast-changing market.

Palantir Stock Dip Could Be a Long-Term Chance

Palantir Technologies Inc. (NYSE: PLTR) stock has recently seen a significant drop, causing some investor concern. However, many believe this decline could offer a good long-term investment opportunity. The company has a strong product and a growing customer base, along with a large market to expand into. Palantir's stock is currently trading at a lower price compared to its past value, suggesting it might be an attractive buy for long-term investors.

Billionaire Investor Buys Amazon Meta Alphabet AI Stocks

Billionaire investor Stanley Druckenmiller recently purchased shares in three major AI companies: Amazon, Meta Platforms, and Alphabet. Amazon's cloud service, AWS, uses AI for projects like Project Rainer with Anthropic and a $38 billion deal. Meta Platforms uses AI to improve advertising and user engagement on its apps, with growth opportunities in WhatsApp and Threads. Alphabet's Google Cloud is growing with its Gemini AI model, and AI boosts its search and YouTube businesses. These companies show strong AI integration and future growth potential.

Samsara Unveils New AI Tools for Safer Fleets

Samsara (IOT) recently launched new AI-powered solutions to make commercial fleets safer and more efficient. These new tools include an AI dashcam, a driver coaching system, and a route optimization tool. A partnership with CLEAN Linen & Workwear showed great results, including a 20% drop in accidents and a 5% increase in fuel efficiency. Samsara's stock has risen 17.5% in the last six months, trading at $30.00 per share. The company's strong product growth suggests continued market outperformance.

Sources

• [Form 4] Palladyne AI Corp. Insider Trading Activity
• [Form 4] Palladyne AI Corp. Insider Trading Activity
• [Form 4] Palladyne AI Corp. Insider Trading Activity
• [Form 4] Palladyne AI Corp. Insider Trading Activity
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