Jensen Huang Sounds Eerily Like Warren Buffett as He Tells Investors to Buy the Dip in AI Stocks

When the CEO of the world's astir invaluable institution tells you to backmost up the motortruck connected his ain sector, it pays to listen. Jensen Huang did precisely that recently, framing the latest pullback successful AI stocks arsenic a acquisition alternatively than a warning. The logic mirrors a rule Warren Buffett spent decades drilling into investors: if you liked the concern astatine a higher price, you should similar it much astatine a discount.

Huang told a planetary assemblage that the existent weakness successful AI equities represents a "huge buying opportunity". That condemnation lines up with what the underlying numbers astatine his ain institution are doing, and with what different ample organization allocators are signaling successful existent time.

NVIDIA: The Numbers Behind the Conviction

NVIDIA (NASDAQ:NVDA) trades astatine astir $209 aft a 6% descent from May 11 done June 5.

The fundamentals supporting Huang's condemnation are hard to reason with. NVIDIA's astir caller quarter, filed May 20, 2026, delivered gross of $81.61 billion, up 85% twelvemonth implicit year, with non-GAAP EPS of $1.87 against a $1.77 consensus. Data Center gross unsocial reached $75.25 billion, up 92%, and Data Center Networking surged 199%. Free currency travel deed $48.55 cardinal successful a azygous quarter. The afloat SEC 8-K filing details a institution guiding to $91.0 cardinal successful Q2 gross and sitting connected $119 cardinal successful proviso commitments.

Management is putting the equilibrium expanse down the conviction. The committee authorized an further $80 cardinal successful stock repurchases and raised the dividend from $0.01 to $0.25 per quarter. Roughly $20 cardinal was returned to shareholders successful Q1 FY27 unsocial done buybacks and dividends. That level of superior instrumentality signals management's assurance successful sustained demand.

Huang's Own Words Echo the Thesis

On the astir caller net call, Huang described the infinitesimal arsenic "the largest infrastructure enlargement successful quality history" and said NVIDIA is "uniquely positioned astatine the halfway of this translation arsenic the lone level that runs successful each cloud, powers each frontier and unfastened root model, and scales everyplace AI is produced." One 4th earlier helium called Grace Blackwell "the king of inference today, delivering an order-of-magnitude little outgo per token."