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Nvidia 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.
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58 Articles

Lean Left

The U.S. electronic chip giant Nvidia posted results that exceeded expectations for the third quarter on Wednesday.

·Montreal, Canada
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Lean Left

The world's most valuable company continues to grow enormously, spurred by the AI boom. The need for computing power is growing exponentially, says Nvidia CEO Jensen Huang.

·Germany
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Center

Nvidia's figures are considered a test for the AI hype and the entire technology industry. At first sight, the chip manufacturer has achieved a strong result. As it is assessed on the markets, it remains to be seen.

·Hamburg, Germany
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Forbes broke the news in United States on Wednesday, November 19, 2025.
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