Nvidia's Jensen Huang on AI Chip Demand: Jeremy Siegel Backs CEO's Views, but Warns Investors on Skepticism
ByAinvest
Tuesday, Feb 10, 2026 6:06 am ET1min read
NVDA--
Jeremy Siegel, Wharton professor, believes Nvidia CEO Jensen Huang is right about "sky high" AI chip demand. Siegel thinks the AI buildout is the new industrial revolution, driving up prices for legacy assets. However, investors are skeptical of soaring AI capex, evident in the decline of mega-cap tech stocks. Siegel views the rotation as a healthy correction and expects it to continue amid investor concerns.
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