AI bubble? What AI bubble? If you ask Nvidia CEO Jensen Huang, we're in a "new industrial revolution."

Huang's company, of course, makes chips and computer hardware, the "picks and shovels" of the AI gold rush, and it's become the world's largest business by capitalizing on AI's growth, bubble or not. Speaking on Wednesday during an earnings call as his company reported revenue of $46.7 billion in the past quarter, he indicated no sign that the incredible growth of the generative artificial intelligence industry will slow.

"I think the next several years, surely through the decade, we see really significant growth opportunities ahead," Huang said.

Compare that with recent comments from OpenAI CEO Sam Altman, who said he believes investors right now are "overexcited about AI." (Alt

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