Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount
(Wednesday November 19, 2025 @05:45PM (BeauHD)
from the bubble-what-bubble dept.)
- Reference: 0180146477
- News link: https://slashdot.org/story/25/11/19/2223211/nvidia-beats-earnings-expectations-even-as-bubble-concerns-mount
- Source link:
Nvidia [1]blew past earnings expectations with soaring revenue and profit, easing [2]fears [3]of an [4]AI bubble and reinforcing its position as the engine of the global AI boom. From a report:
> Nvidia's sales grew 62% year-over-year to $57 billion in the October quarter, ahead of the $54.9 billion Wall Street had projected, signaling that demand for AI chips remains strong even as more questions emerge about whether returns from the technology will keep up with the pace of AI infrastructure investments. It posted profits of $31.9 billion, up 65% from the year-ago quarter and also slightly above expectations.
>
> "Blackwell sales are off the charts, and cloud GPUs are sold out," Nvidia CEO Jensen Huang said in a statement, a message that echoes his earlier arguments that fears of an AI bubble are overblown. The company also posted stronger-than-expected sales guidance of around $65 billion for the fourth quarter, another indicator that the AI spending spree isn't slowing anytime soon.
[1] https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears
[2] https://slashdot.org/story/25/11/12/1450226/ai-bubble-is-ignoring-michael-burrys-fears
[3] https://tech.slashdot.org/story/25/11/18/1336231/google-boss-says-trillion-dollar-ai-investment-boom-has-elements-of-irrationality
[4] https://slashdot.org/story/25/11/05/1542255/world-economic-forum-chief-warns-of-three-possible-bubbles-in-global-economy
> Nvidia's sales grew 62% year-over-year to $57 billion in the October quarter, ahead of the $54.9 billion Wall Street had projected, signaling that demand for AI chips remains strong even as more questions emerge about whether returns from the technology will keep up with the pace of AI infrastructure investments. It posted profits of $31.9 billion, up 65% from the year-ago quarter and also slightly above expectations.
>
> "Blackwell sales are off the charts, and cloud GPUs are sold out," Nvidia CEO Jensen Huang said in a statement, a message that echoes his earlier arguments that fears of an AI bubble are overblown. The company also posted stronger-than-expected sales guidance of around $65 billion for the fourth quarter, another indicator that the AI spending spree isn't slowing anytime soon.
[1] https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears
[2] https://slashdot.org/story/25/11/12/1450226/ai-bubble-is-ignoring-michael-burrys-fears
[3] https://tech.slashdot.org/story/25/11/18/1336231/google-boss-says-trillion-dollar-ai-investment-boom-has-elements-of-irrationality
[4] https://slashdot.org/story/25/11/05/1542255/world-economic-forum-chief-warns-of-three-possible-bubbles-in-global-economy
Money's always been in the shovels... (Score:3)
Not surprise, everyone is rushing to buy more and more shovels to dig for AI uses with hope that it can generate significant revenue either through layoffs or new product offerings.