辉达（Nvidia Corp.）执行长黄仁勋对近期人工智慧（AI）股市的抛售潮抱持乐观态度，表示AI技术带来的效益很快就会超越投资人的担忧。他在柏林的一场活动中指出，这一切波动终将过去，因为AI具备变革性力量，将对每个产业与国家产生正面且深远的影响，而目前这一切才刚开始。

近期晶片制造商与AI基础设施公司的股价经历了动荡的一周，费城半导体指数连续八天走跌，创下自2008年以来最长的连跌纪录，辉达股价也在过去八个交易日中有七天下跌。此外，由辉达大力支持的云端运算服务商CoreWeave Inc.受到严重冲击，不仅本周股价暴跌四分之一，其债券价格更跌至通常代表财务困境的水准，反映出投资人对借贷成本上升期间AI支出可持续性的忧虑。

作为全球AI基础设施建设的核心，辉达不仅是最大的AI加速器晶片卖家，业务更拓展至相关硬体、软体与服务。面对市场动荡，黄仁勋维持对AI市场及整体经济影响的乐观预测，认为大规模硬体投资的回报最终将缓解市场不安，并呼吁投资人应忽略短期新闻波动，专注于第一性原理、基本面以及技术的长期价值。

Nvidia Corp. CEO Jensen Huang took an optimistic view toward the recent artificial intelligence stock-market rout, stating that the benefits of AI technology will soon outweigh investor concerns. Speaking at an event in Berlin, he noted that the current volatility will pass because AI is transformative and will positively impact every industry and country, adding that this process is only at its beginning.

Shares of chipmakers and AI infrastructure companies recently experienced a tumultuous week, with the Philadelphia Stock Exchange Semiconductor Index falling for eight straight days to mark its longest losing streak since 2008, while Nvidia dropped in seven of the past eight sessions. Furthermore, cloud-computing provider CoreWeave Inc., which counts Nvidia as a major backer, was hit particularly hard, losing a quarter of its stock value this week as its bonds reached levels signaling distress amid investor worries over the sustainability of AI spending during a time of higher borrowing costs.

Central to the global build-out of AI infrastructure, Nvidia is the largest seller of AI accelerators and has expanded into related hardware, software, and services. Despite market jitters, Huang stood by his upbeat predictions for the AI market and broader economy, expecting returns from massive hardware investments to ease concerns and urging investors to look past choppy short-term news to focus on first principles, fundamentals, and long-term value.