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Nvidia CEO Jensen Huang said the AI opportunity is measured in 'tens of trillions,' not tens of billions, comparing the technology's transformative potential to the arrival of electricity. Huang's comments emphasize his view that the scale of AI's economic impact is unprecedented in technology history. The remarks come as investor scrutiny of AI valuations intensifies, with some analysts warning of overheated positioning even as industry leaders like Huang continue to project enormous long-term growth potential.