AsianFin -- Nvidia CEO Jensen Huang has voiced strong confidence in OpenAI’s future, even as other tech leaders begin to warn of an artificial intelligence (AI) bubble.

In a podcast released this week, Huang dismissed the growing caution around AI and instead pointed to OpenAI as the industry’s next dominant player. He predicted the company could become “the world’s next multi-trillion-dollar hyperscale company,” driven by what he described as “dual exponential growth.”

Huang compared OpenAI’s potential to that of Meta and Google, which operate at hyperscale by serving both consumers and enterprises. He suggested OpenAI could follow a similar trajectory, reaching trillion-dollar valuations at an unprecedented pace.

“Investment must be placed in areas one truly understands, and this happens to be our expertise,” Huang said, underscoring Nvidia's role at the center of the AI revolution.

His remarks come as OpenAI CEO Sam Altman and Meta CEO Mark Zuckerberg acknowledge that concerns over an AI bubble may not be unfounded, signaling a split in sentiment among industry leaders about the sector’s long-term outlook.