US EditionNvidia forecasts fourth-quarter revenue above estimates amid AI-bubble concerns
- 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.
295 Articles
295 Articles
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The world's most valuable publicly listed company, US microchip maker Nvidia has reported a record $US57 billion revenue in the third quarter of 2025, beating Wall Street estimates. The chipmaker said revenue will rise again to $US65 billion in the last part of the year.
Nvidia Gloats as It Defies AI Bubble With Massive Revenue
AI chipmaker Nvidia reported a massive $57 billion in quarterly revenue on Wednesday, a whopping increase of 62 percent compared to the same period last year, exceeding Wall Street’s wildest expectations. The numbers appear to have calmed nervous investors, who had been palpably nervous about a looming AI bubble during the days leading up to the earnings call. A major tech selloff highlighted ongoing concerns of an astronomical gap between sky-h…
The most valuable company in the history of the world, Nvidia, has just reported astronomical sales figures. Is this proof that the rising concerns about an AI bubble are anti-tech nonsense?
With AI Bases Loaded, Nvidia Bats a Quarterly Earnings Home Run
You can stop holding your breath now. Nvidia, batting clean-up this earnings season, reported its quarterly earnings on Wednesday just as bubble jitters were manifesting in a four-day losing streak for the S&P 500. Investors who had feared anything short of a home run were instead delighted by an out-of-the-park dinger. A record $57 billion in revenue blew past Wall Street’s expectations, profits soared, and the chipmaker even raised its guidanc…
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