The NVIDIA all hands meeting coverage
The leak highlights how enormous expectations around AI infrastructure have created a narrow margin for error and elevated volatility even when Nvidia’s fundamentals remain strong.
Yahoo Finance. (2025, November 21). Nvidia CEO says company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals. Retrieved from https://finance.yahoo.com/news/nvidia-ceo-says-company-no-222637127.html
Reports of a leaked Nvidia all-hands meeting indicate that CEO Jensen Huang told employees the market “did not appreciate” the company’s record quarter, framing Nvidia as being in a no-win position where strong results fuel AI bubble fears while weaker results would be seen as confirmation of one. He pointed to online narratives portraying Nvidia as holding the technology world together and urged employees to stay focused on execution rather than stock movements. The leak highlights how enormous expectations around AI infrastructure have created a narrow margin for error and elevated volatility even when Nvidia’s fundamentals remain strong.