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Nvidia Beats Earnings Expectations, Even As Bubble Concerns Mount

(Wednesday November 19, 2025 @05:45PM (BeauHD) from the bubble-what-bubble dept.)


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


Money's always been in the shovels... (Score:3)

by blahbooboo2 ( 602610 )

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.

On a morning from a Bogart movie, in a country where they turned back time,
You go strolling through the crowd like Peter Lorre contemplating a crime.
She comes out of the sun in a silk dress running like a watercolor in the rain.
Don't bother asking for explanations, she'll just tell you that she came
In the Year of the Cat.

She doesn't give you time for questions, as she locks up your arm in hers,
And you follow 'till your sense of which direction completely disappears.
By the blue-tiled walls near the market stall there's a hidden door she
leads you to.
These days, she say, I feel my life just like a river running through
The Year of the Cat.

Well, she looks at you so coolly,
And her eyes shine like the moon in the sea.
She comes in incense and patchouli,
So you take her to find what's waiting inside
The Year of the Cat.

Well, morning comes and you're still with her, but the bus and the tourists
are gone,
And you've thrown away your choice and lost your ticket, so you have to stay on.
But the drum-beat strains of the night remain in the rhythm of the new-born day.
You know some time you're bound to leave her, but for now you're going to stay
In the Year of the Cat.
-- Al Stewart, "Year of the Cat"