Nvidia beats earnings forecasts amid Wall Street's AI jitters

Can strong Nvidia results assuage AI bubble fear?

3 months / siliconrepublic / Ann O’Dea

Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?

3 months / cnbc

Nvidia CEO Jensen Huang Rejects ‘AI Bubble’ After Record Q3 Results

3 months / pymnts / PYMNTS

Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'

3 months / cnbc

Nvidia CEO Dismisses Concerns of an AI Bubble. Investors Remain Skeptical

3 months / wired / Paresh Dave

Nvidia’s Jensen Huang isn’t feeling the “AI bubble”

3 months / fastcompany / Mark Sullivan

Does Jensen Huang See a Bubble? No. He Sees ‘Something Very Different’

3 months / gizmodo / Ece Yildirim

It's a good time to be the arms dealer for the AI boom

3 months / theregister / Thomas Claburn

NVIDIA earnings report: Why the AI bubble will bounce into 2026

3 months / mashable

Nvidia reports blockbuster earnings, rejecting concerns about AI bubble

3 months / npr / Maria Aspan

Nvidia stock pops 5% in premarket trading after stronger-than-expected results

3 months / cnbc

Nvidia earnings clear lofty hurdle set by analysts amid fears about an AI bubble

3 months / techxplore

Nvidia's beat and raise should wow even its most hardened critics, and the stock soars

3 months / cnbc

Nvidia's revenue skyrockets to record $57 billion per quarter - all GPUs are sold out

3 months / tomshardware

Asian chip names rally as Nvidia forecasts hotter-than-expected sales after earnings beat

3 months / cnbc

Nvidia Revenues Up 62 Percent to $57 Billion in Q3

3 months / thurrott / Paul Thurrott

What AI bubble? Nvidia crushes expectations again, with revenue up 62%

3 months / siliconangle / Mike Wheatley

Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount

3 months / slashdot / BeauHD

Nvidia’s record $57B revenue and upbeat forecast quiets AI bubble talk

3 months / techcrunch / Kirsten Korosec

Nvidia forecasts stonger than expected fourth-quarter revenue

3 months / fastcompany / Reuters

Nvidia says its AI GPUs are sold out, grows data center business by $10B in a single quarter

3 months / theverge / Stevie Bonifield

Nvidia's strong earnings could quell AI-related anxiety

3 months / qz / Shannon Carroll

Nvidia beats earnings forecasts amid Wall Street's AI jitters

3 months / bbc

Nvidia Profits Soar, Countering Investor Jitters on AI Boom

3 months / wsj / Robbie Whelan

Nvidia’s Profit Jumps 65% to $31.9 Billion. Is It Enough for Wall Street?

3 months / nytimes / Tripp Mickle

wow nvidia beat on earnings what a huge surprise. anyway did anybody work out how anybody makes a dollar of profit plugging gpus in or are we still in a holding pattern

3 months / bsky / @edzitron.com

‘Robotaxi has reached a tipping point’: Baidu, Nvidia leaders see momentum as competition rises

3 months / cnbc

AI stocks soar while crypto bleeds: What’s really driving the great market divergence?

3 months / e27 / Anndy Lian

Okay, so, sure. NVIDIA sells $50bn of gpus. Where do they go? No, really, can anyone actually explain where all those GPUs went, and to whom they went to? Are they in data centers? Where? If we’re talking like, hundreds of thousands of b200s and gb200s, w

3 months / bsky / @edzitron.com

London’s PhysicsX Nears Unicorn With NVIDIA VC, €133M Series B

3 months / startuprise / Kailee Rainse

Nvidia backs $250M funding round for AI music startup Suno

3 months / siliconangle / Maria Deutscher

Nvidia says there's 'no assurance' of final agreement with OpenAI despite $100 billion pact

3 months / cnbc

Nvidia to supply GPUs for xAI Saudi project as Brookfield assembles $100B AI infrastructure platform

3 months / siliconangle / Duncan Riley

NVIDIA said on earnings that they are working on "strategic relationship" with OpenAI, which uh, doesn't sound like funding to me [contains quote post or other embedded content]

3 months / bsky / @edzitron.com

So per NVIDIA's earnings, it appears that NVIDIA has *agreed* to invest in Anthropic, but its investment in OpenAI is a "letter of intent with an opportunity to invest." Very strange!

3 months / bsky / @edzitron.com

Elon Musk's xAI will be first customer for Nvidia-backed data center in Saudi Arabia

3 months / cnbc

My takeaway here is that Nvidia is the only big company making money on AI, and it was only $32 billion. Forgive me if that doesn’t quiet my AI bubble talk

3 months / bsky / @lukesteuber.com / lukesteuber.com