During Nvidia’s earnings call, CEO Jensen Huang argued against the notion of an AI bubble, highlighting ongoing demand for AI technologies. His remarks reflect confidence in AI’s real-world applications and future growth, suggesting a strong shift toward sustainable technology integration across various industries.
Nvidia’s Q3 FY2026 earnings report highlighted record revenue driven by AI demand, raising questions about future profitability amidst potential market corrections. Analysts noted that despite strong performance, high valuations could limit investor returns, affecting stakeholders across the tech industry, particularly in semiconductor manufacturing.
During Nvidia’s quarterly earnings call, CEO Jensen Huang offered a three-pronged argument to suggest that AI isn’t a bubble.
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Nvidia forecasts its Q4 revenue will surpass estimates due to strong demand for AI chips, despite ongoing concerns about an AI bubble. Analysts suggest that increased investments in AI technology, particularly in data centers, are driving this growth in multiple countries, including the USA and Saudi Arabia.
Nvidia shares climbed Wednesday after it beat quarterly earnings expectations on fierce demand for its sophisticated chips that power artificial intelligence.- China sales stalled –
Nvidia reported profit of $31.9 billion on record-high quarterly revenue of $57 billion, sending shares up more than 5 percent.
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
Nvidia Corporation posted record Q3 FY2026 results driven by AI demand, but high valuation suggests limited upside. Click for my NVDA stock earnings update.
Amid a blackout of data due to the government shutdown, the $5tn chipmaker’s report took on wider significance
