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Boom or gloom?
Financial Standard
|December 01, 2025
Nvidia's latest earnings call was always going to be a referendum on the entire AI boom.
No company has carried global equity markets like Nvidia, whose share price has surged roughly 150% YTD and more than 400% over the past two years, briefly pushing its market-cap above US$2.5 trillion. Its data centre division alone generated a record US$51.2 billion in revenue in Q3, up 66% year-on-year and up 25% sequentially.
But this quarter, something has shifted.
Yes, Nvidia delivered another strong result. Overall revenue rose to US$57 billion, up a still remarkable 62% YOY and up 22% sequentially, but the guidance for US$65 billion next quarter signals a relatively moderating runway.
Dit verhaal komt uit de December 01, 2025-editie van Financial Standard.
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