US EditionPublished • loading... • Updated
Business - Investors Await Nvidia Results Amid AI Bubble Fears
Nvidia’s CEO expects sustained AI chip demand amid $500 billion in unfilled orders despite recent share price decline, reflecting cautious investor sentiment.
- Investors and traders are braced as Nvidia's earnings report, due after the U.S. market close on Wednesday, will test the strength of the AI trade amid jittery global markets.
- After three years of rapid growth, Nvidia has become the world's most valuable public company since OpenAI debuted ChatGPT, while investors have taken profits amid concerns about inflated tech hyperscaler valuations.
- Nvidia executives say the company has about $500 billion in unfilled orders and has invested billions in AI firms including OpenAI, CoreWeave and xAI, while Jensen Huang spent five minutes explaining sustained demand.
- Markets reacted as Nvidia shares fell about 10 percent in recent weeks and rose about 5 percent in after-hours trading on Wednesday, with mixed responses to Huang's anti-bubble remarks.
- Looking to the broader picture, AI industry executives say close partnerships with Nvidia are crucial for chip access, while Huang acknowledged `There's been a lot of talk about an AI bubble,` arguing Nvidia `sees something very different.
Insights by Ground AI
12 Articles
12 Articles
Bange has expected the quarterly figures of the largest chip manufacturer. And? Nvidia is doing brilliantly. However, the AI bubble could lose some air elsewhere.
·Germany
Read Full Article
Boom? Hype? Bubble? There is tension in the financial markets. This has to do with a single company.
·Zürich, Switzerland
Read Full Article
Coverage Details
Total News Sources12
Leaning Left3Leaning Right1Center3Last UpdatedBias Distribution43% Left, 43% Center
Bias Distribution
- 43% of the sources lean Left, 43% of the sources are Center
43% Center
L 43%
C 43%
14%
Factuality
To view factuality data please Upgrade to Premium
