US EditionBubble Fears Ease but Investors Still Waiting for AI to Live up to Its Promise
Nvidia CEO highlights three AI-driven shifts supporting GPU demand amid investor concerns about hyperscaler sales concentration and infrastructure spending.
- On Wednesday, Nvidia president and CEO Jensen Huang pushed back on AI bubble talk during the company's blowout earnings call, with shares rising about 5% in after-hours trading.
- Investor debate in recent weeks focused on whether markets were in an AI bubble amid heavy hyperscaler spending and a 10% market value tumble for Nvidia.
- Listing the transitions, Huang cited accelerated computing from general-purpose CPUs, generative AI, and agentic AI, adding, 'Nvidia is chosen because our singular architecture enables all three transitions and does so for any form and modality of AI across all industries'.
- Nvidia forecasted $65 billion for the fourth quarter, and Huang provided a $500 billion sales projection for 2025–26, with CFO Colette Kress citing $3 trillion to $4 trillion in AI infrastructure spending by 2030.
- Nvidia disclosed in its Nov. 14 Form 13F that it holds investments including a $3.3 billion stake in CoreWeave, a move scrutinized by investors.
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Bubble fears ease but investors still waiting for AI to live up to its promise
Nvidia's quarterly report indicated that AI spending is picking up even more momentum. The highlights, released late Wednesday, included quarterly revenue of $57 billion, a 62% increase from the same time last year.
Bubble fears ease but investors still waiting for AI to live up to its promise
By MICHAEL LIEDTKE Fears about the artificial intelligence boom turning into an overblown bubble have diminished for now, thanks to a stellar earnings report from Nvidia that illustrated why its indispensable chips transformed it into the world’s most valuable company. Related Articles Cracker Barrel shareholders vote to keep CEO despite logo debacle Vance says Americans need patience on prices but says ‘We hear yo…
Bubble fears ease but investors still waiting for AI to live up to its promise
By MICHAEL LIEDTKE Fears about the artificial intelligence boom turning into an overblown bubble have diminished for now, thanks to a stellar earnings report from Nvidia that illustrated why its indispensable chips transformed it into the world’s most valuable company. Related Articles Cracker Barrel shareholders vote to keep CEO despite logo debacle VantageScore, a new FICO competitor, may help mortgage shoppers w…
Bubble fears ease but investors still waiting for AI to live up to its promise
By MICHAEL LIEDTKE Fears about the artificial intelligence boom turning into an overblown bubble have diminished for now, thanks to a stellar earnings report from Nvidia that illustrated why its indispensable chips transformed it into the world’s most valuable company. Related Articles Cracker Barrel shareholders vote to keep CEO despite logo debacle Vance says Americans need patience on prices but says ‘We hear yo…
Bubble fears ease but investors still waiting for AI to live up to its promise
By MICHAEL LIEDTKE Fears about the artificial intelligence boom turning into an overblown bubble have diminished for now, thanks to a stellar earnings report from Nvidia that illustrated why its indispensable chips transformed it into the world’s most valuable company. Related Articles Cracker Barrel shareholders vote to keep CEO despite logo debacle Vance says Americans need patience on prices but says ‘We hear yo…
Bubble fears ease but investors still waiting for AI to live up to its promise
By MICHAEL LIEDTKE Fears about the artificial intelligence boom turning into an overblown bubble have diminished for now, thanks to a stellar earnings report from Nvidia that illustrated why its indispensable chips transformed it into the world’s most valuable company. Related Articles Cracker Barrel shareholders vote to keep CEO despite logo debacle Vance says Americans need patience on prices but says ‘We hear yo…
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