Essayer OR - Gratuit
Nvidia eases fears but Al bubble-watchers are still not convinced
The Observer
|November 23, 2025
Never before has so much money hung on a single quarterly earnings report. Investors have been fretting for weeks about whether chip-making giant Nvidia would meet the market's exalted expectations or fall short and potentially pop what many fear is a massive stock market bubble based on excessive optimism about the economic benefits of AI.
Relief was widespread on Wednesday evening when the world’s biggest company - which last month became the first to be valued (briefly) at $5tn — beat profit forecasts, and its CEO, Jensen Huang, confidently predicted even better results to come. In the third quarter, Nvidia banked revenues of $57bn (£44bn), up 62% year-on-year, and profits of $31.9bn.
"There has been a lot of talk about an AI bubble," said Huang. "From our vantage point, we see something very different."
Cette histoire est tirée de l'édition November 23, 2025 de The Observer.
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