THE APEX TIMES
Nvidia CEO Jensen Huang tells reporters tech selloff is a “buying opportunity” as AI infrastructure buildout begins
Huang’s comments on June 8, 2026 came as global tech stocks slid on worries that the AI trade had become overheated, even as Nvidia highlighted record revenue and ongoing AI “factory” expansion.
Nvidia CEO Jensen Huang said on June 8, 2026 that a broad selloff in technology stocks should be viewed as a buying opportunity, arguing the construction of artificial intelligence infrastructure is still in its early stages. Speaking in Seoul after meeting with South Korean business leaders, Huang told reporters that investors should be “very happy” the market had fallen because it allowed them to buy “at a discount,” adding: “We’re at the beginning of it.”
Why It Matters
- Huang’s remarks are aimed at countering a market narrative that AI momentum may be overheating, reinforcing Nvidia’s long-standing framing of AI as a multi-year infrastructure buildout.
- The June 7 Nvidia-SK hynix deal highlights how demand for advanced memory and manufacturing tools is becoming part of the AI “factory” stack, not just GPU supply.
- Nvidia’s record revenue and capital-return actions suggest the company is continuing to fund buybacks and dividend growth even during periods of sector volatility.
- Whether investors embrace Huang’s “early innings” view may depend on upcoming indicates from data center spending, including memory supply, network capacity, and construction timelines.
Sources
- article (Yahoo Finance, RSS link provided)
- Bloomberg report republished on NDTV Profit (includes Huang quote and market context)
- Yahoo Finance Japan page for the Bloomberg story (Japanese excerpt with additional details like Kospi behavior)
- NVIDIA: First quarter fiscal 2027 financial results PDF (record revenue, AI factories quote, capital returns, outlook)
- NVIDIA Newsroom: multiyear technology partnership with SK hynix to advance memory for AI factories (June 7, 2026)
- NVIDIA Blog: “AI Is a 5-Layer Cake” (infrastructure framing, “still early,” and why buildout is large)
- Image
Key Facts
- Nvidia CEO Jensen Huang said on June 8, 2026 that the global tech stock selloff beginning the prior week is a buying opportunity.
- Huang said AI infrastructure buildout is still early, comparing AI to internet infrastructure, and told reporters investors should be excited about the decline.
- The same report described South Korea’s Kospi as dropping as investors cooled AI-related positions, alongside worries in markets about potential rate hikes.
- On June 7, 2026, Nvidia announced a multiyear technology partnership with SK hynix to advance next-generation memory for AI factory buildouts, including co-development and simulation work using Nvidia software tools.
- In Nvidia’s first-quarter fiscal 2027 results, the company reported record revenue of $81.6 billion and record data center revenue of $75.2 billion, and said the AI “factories” buildout is accelerating at “extraordinary speed.”
- In that same quarter’s materials, Nvidia also announced an additional $80.0 billion share repurchase authorization and increased its quarterly cash dividend from $0.01 to $0.25 per share.
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