Jensen Huang Says AI Boom Will Eventually Hit a 'Period of Digestion,' But Not for 2-3 Yea

Asked by Ezra Klein whether today’s AI boom could follow the dot-com era, when a transformative technology still produced a painful investment bust, Huang acknowledged that the cycle will eventually turn. “At some point demand and supply will be inverted again,” Huang said on The Ezra Klein Show. “That’s just the nature of markets.” “It’s not going to happen next year,” he added. “It’s not going to happen in the next couple, two, three years.” Huang also used the interview to argue that AI labs should not release systems they cannot control . Asked what would signal the eventual turn, Huang said markets would slow and enter a “period of digestion,” potentially lasting six months, nine months or a year.