Part 4/15:
Huang sees the comparison to the dot-com bubble as a narrative of the past. Instead, the AI industry is now rooted in tangible economic activity. Today, giants like Google, Microsoft, Meta, and Amazon are already generating trillions of dollars in economic value, all powered by NVIDIA hardware and a sprawling ecosystem of partners providing chips, networking, cooling, storage, and power systems. This isn’t just NVIDIA’s story; it’s an ecosystem-wide phenomenon in its infancy, with the broader supply chain snapping into focus.