Nvidia CEO Jensen Huang tells investors in Seoul to see AI selloff as opportunity

Nvidia chief executive Jensen Huang took the unusual step of addressing stock-market turbulence while in Seoul, using a conversation with South Korean business leaders to describe the recent pullback in US technology shares, according to a report by Yahoo Finance citing TheStreet.

The discussion came after a Friday drop in US tech stocks, driven by investor concerns that interest rates could rise further. In that context, Huang positioned the market weakness not as an AI slowdown, but as a buying opportunity for long-term investors.

Huang was in Seoul on June 8, where he met with executives from South Korean business organizations. The report characterizes his message as direct and aimed at people trying to interpret whether the selloff reflects a fundamental change in demand for Nvidia’s AI-related products.

The Nvidia shares have been tightly linked to expectations for the pace of artificial intelligence spending, particularly among cloud providers, enterprises, and companies building AI data centers. When broader financial conditions shift, valuation-sensitive stocks like Nvidia often move quickly, even if operating developments are unchanged.

While the report emphasizes Huang’s tone toward the market decline, it does not add new, company-specific financial guidance or provide fresh details about near-term product shipments, backlog, or customer contracts. That means investors looking for additional catalysts would still need to rely on Nvidia’s scheduled communications such as earnings updates and product or platform announcements.

For context, Nvidia’s business is built around chips and systems for accelerated computing. Its investor narrative typically centers on demand for AI training and inference, the growth of data center deployments, and Nvidia’s CUDA software ecosystem, which helps developers run AI workloads efficiently on Nvidia hardware.

In the same vein, the report does not disclose any new commitments from the South Korean business leaders Huang met, nor does it quantify how that outreach might translate into future orders or partnerships. Until Nvidia provides concrete updates, the practical takeaway from the trip is largely sentiment-oriented.

Going forward, investors will likely watch whether market volatility continues to affect Nvidia shares and whether Nvidia uses upcoming investor events, regulatory filings, or earnings commentary to reiterate how resilient demand is through different interest-rate scenarios. Any sign that customers are delaying purchases would be a key swing factor, while any evidence of sustained AI infrastructure buildouts would reinforce Huang’s “opportunity” framing.