US EditionNvidia 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.
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.
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…
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