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Nvidia forecasts fourth-quarter revenue above estimates amid AI-bubble concerns
Nvidia's Q3 revenue jumped 62% year-over-year to $57 billion, driven by strong AI chip demand and a $65 billion Q4 forecast, easing fears of an AI spending bubble.
- 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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Nvidia's report on Wednesday evening caused the financial market to breathe a sigh of relief. But already on Thursday afternoon a new potential danger became apparent. SEB's Robert Bergqvist warns of a "major stock market reaction" in just a few weeks.
·Stockholm, Sweden
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As AI leader Nvidia posts record results, Warren Buffett makes a surprise bet on Google
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.
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Leaning Left53Leaning Right36Center60Last UpdatedBias Distribution40% Center
Bias Distribution
- 40% of the sources are Center
40% Center
L 36%
C 40%
R 24%
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