Key Highlights

  • Shares are trading at $218.83, up 2.30% in Thursday's session.
  • CEO Jensen Huang told a Salesforce event that AI safety concerns should be addressed through engineering rather than new regulation.
  • Huang separately told an AI summit audience the company expects to sell twice as many chips in 2027 as this year.
  • The rebound follows a selloff on Monday triggered by AI-safety warnings from an Anthropic executive.

Huang Pushes Back on Regulation as Chip Demand Outlook Firms Up

NVIDIA (NASDAQ:NVDA) shares rose in Thursday's session after CEO Jensen Huang forcefully pushed back against calls for an AI development slowdown, telling attendees at a Salesforce event that safety concerns should be addressed through engineering rather than new regulation. Huang separately told an AI summit audience that the company expects to sell twice as many chips in 2027 as it will this year, reinforcing a bullish demand outlook.

Rebound Follows Monday's AI-Safety-Driven Selloff

The gain marks a rebound from Monday's selloff, which was triggered by AI-safety warnings from an Anthropic executive. Shares have now recovered those losses and moved higher, aided by separate reports that NVIDIA will commit $2 billion to Brookfield's (NYSE:BN) AI infrastructure fund, reinforcing the company's expanding ecosystem of strategic investments across the AI buildout.

Valuation Questions Persist Even as Sentiment Improves

Even as sentiment improves, some market commentators have questioned whether NVIDIA's valuation already assumes best-case AI outcomes, a debate that is likely to continue regardless of today's rebound.