PERSON DIRECTORY
Mike Allen
Mike Allen appears in 1 indexed conversation across Axios. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Jensen Huang says the AI doomers have it wrong
Jensen Huang says the Kimi selloff repeats DeepSeek’s market misread: free, capable models should expand AI use and NVIDIA hardware demand, while NVIDIA’s China sales are “approximately zero today.”With chip capacity, power, land and labor constraining a 5-to-10-times industry buildout, Huang sees a bubble as “very unlikely in the next five years,” but robots and billions of agents remain the next demand catalyst.