Nvidia CEO Pushes Back On The 'AI Apocalypse,' But The Risk Of A Slowdown Remains

Summary Nvidia remains a Buy, even factoring in potential regulatory and data center slowdown risks, supported by strong innovation and resourcefulness. AI safety and regulation debates could slow AI infrastructure deployment, impacting NVDA’s data center growth and future demand for training and inference hardware. Despite possible headwinds, NVDA’s fiscal 2028 outlook is supply-constrained, with 70% projected revenue growth and long-term purchase commitments buffering near-term risk. If data center growth stalls, NVDA’s pivot to edge computing and high-growth verticals like robotics and self-driving cars mitigates downside, with DCF fair value estimates ranging from $170.15 to $391.60. This idea was discussed in more depth with members of my private investing community, Rethink Technology. Learn More » In a recent interview with CBS News , Nvidia Corporation ( NVDA ) CEO Jensen Huang dismissed the notion that AI could be a threat to humanity but without substantiating his opinion. However, he did acknowledge the importance of product safety and observed This article was written by Mark Hibben 20.48K Followers Follow Mark Hibben has a masters in Electrical Engineering from USC and is an independent iOS developer utilizing his experience working in the technology sector to inform his investing decisions. He is the leader of the investing group Rethink Technology.Members of Mark’s investing group Rethink Technology gain access to a portfolio full of tech stocks that have high growth potential over a long 5-10 year timeline along with associated articles. Learn More. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.