US EditionNvidia forecasts fourth-quarter revenue above estimates amid AI-bubble concerns
Nvidia's third-quarter revenue rose 62% to $57 billion driven by AI chip demand; Q4 forecast of $65 billion surpasses analyst expectations amid ongoing AI infrastructure growth.
- Guidance showed fourth-quarter revenue above Wall Street estimates as Nvidia, the Santa Clara, California chipmaker, reported third-quarter results that beat analysts' expectations on Wednesday.
- Data‑center spending has accelerated, boosting chip demand as Colette Kress reported 5 million GPU sales and Jensen Huang highlighted $500 billion in chip orders through 2026.
- The chipmaker reported $57 billion in third‑quarter revenue, a 62% year‑over‑year increase, earnings per share were $1.30, and data‑center segment sales reached $51.2 billion.
- Despite the rally, some investors still warn of an AI 'bubble' as Nvidia stock jumped 2.6% after the report, following a nearly 8% drop in November.
- Nvidia, the chip designer central to the AI ecosystem, is at the center of the AI boom, with analysts expecting sales to rise 39% in fiscal 2027, and its $10 billion Anthropic investment signals ongoing AI infrastructure expansion.
234 Articles
234 Articles
Nvidia shares rose yesterday after the company reported better-than-expected operating results. The gains were driven by huge demand for specialized chips that power artificial intelligence software. The results came as more and more market analysts are wondering whether an artificial intelligence bubble is forming in the market. All the attention is on Nvidia, which...
Revenues on 62% to 57 billion dollars, better than expected, for the group leader of the chips for the AI. The profit fly to 31,91 billion (+65%). From the data centers almost 90% of the revenues.
The company operates with a gross margin of 73.6 percent.
Nvidia reports 63% jump in net revenue in Q3 despite AI bubble worry
Beating fears of an 'AI bubble burst', Nvidia has reported better-than-expected quarterly sales growth of 62% and record data centre revenue of $51 billion (up 66 per cent year-on-year). CEO Jensen Huang said the sales of most advanced Blackwell chips were 'off the charts'.
Irish Times
Business TimesNvidia’s upbeat forecast soothes fears of AI spending bubble
Company predicts $65bn sales in fourth quarter
Sales increased by 62 percent to $57 billion in the third quarter.
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