Prof G Markets · Wednesday, August 12, 2026
Nvidia CEO Jensen Huang declared that AI chips have become an investable asset class, a significant conceptual shift for the industry. He explained that these systems are revenue-generating, productive, long-lived, fungible, and flexible, differentiating them from traditional PCs or phones.
“This is really the first time that technology chips have become an investable asset class. This is a very big concept.”
“It's a big concept because the computers, these these systems are not like our PCs are like our phones, these are revenue generating assets.”
“Now they're productive, they're long lived, uh, they're fungible, they're flexible, you can use it for all kinds of different things.”