One of the liveliest ongoing debates on Wall Street is whether artificial intelligence (AI) infrastructure spending will continue to grow at a good clip over the medium term. If it doesn't, some industry leaders will see revenue and earnings growth slow, and their share prices could sink. But if it does, some AI-focused companies still have plenty of room to run. Jensen Huang, the CEO of Nvidia (NASDAQ:NVDA), recently made comments that support the bullish outlook. Of course, Huang is hardly an unbiased observer. Still, it's worth paying attention to what he said and the potential implications for Nvidia and other AI leaders. Image source: Nvidia.
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