{"id":172458,"date":"2025-11-19T23:36:09","date_gmt":"2025-11-19T23:36:09","guid":{"rendered":"https:\/\/quixnet.net\/wpinstance\/what-ai-bubble-nvidias-strong-earnings-signal-theres-more-room-to-grow-nbc-news\/"},"modified":"2025-11-19T23:36:09","modified_gmt":"2025-11-19T23:36:09","slug":"what-ai-bubble-nvidias-strong-earnings-signal-theres-more-room-to-grow-nbc-news","status":"publish","type":"post","link":"https:\/\/quixnet.net\/wpinstance\/what-ai-bubble-nvidias-strong-earnings-signal-theres-more-room-to-grow-nbc-news\/","title":{"rendered":"What AI bubble? Nvidia's strong earnings signal there's more room to grow – NBC News"},"content":{"rendered":"

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Computer chip giant Nvidia reported earnings and revenue Wednesday that beat Wall Street estimates, a signal to investors that the artificial intelligence boom that has fueled 2025’s record U.S. stock market gains and backstopped the economy writ large most likely has more room to run.
Sales of its trademark Blackwell AI chips “are off the charts,” while another set of key computer processing units is “sold out,\u201d founder and CEO Jensen Huang said in a statement.
On a call with investors following the report, Huang dismissed concerns about an AI bubble.
\u201cThere\u2019s been a lot of talk about an AI bubble. From our vantage point, we see something very different,\u201d Huang said.
Dan Ives, managing director at Wedbush Securities finanical group, echoed that sentiment.
\u201cThis was a golden quarter for Nvidia with demand massive and well above Street whisper numbers,” Ives said in an email. “These numbers validate the AI Revolution is still early days and send the bears back into hibernation mode.”
Shares of the world’s most valuable company were up more than 4% in after-hours trading.
Nvidia\u2019s chips have been the catalysts for a massive build-out of data centers that have supplied a backbone to the U.S. economy amid slowdowns elsewhere. More money is flowing into building data centers than all other manufacturing facility types combined, according to the research group S&P Global<\/a>.
Until recently, that spending has also powered major stock indexes to record highs.
Lately, however, stocks have shown signs of wobbling <\/a>lately. The declines in share prices \u2014 led by tech companies \u2014 have sparked debates about whether AI-driven gains are beginning to slow.
This raises a bigger question: how the broader economy will perform if it no longer benefits from all the wealth the AI boom is creating.
Nvidia’s latest earnings are likely to allay these fears, for now at least.
Huang said last month that his company had $500 billion in orders for its chips, for 2025 and 2026 combined.
\u201cThis is how much business is on the books. Half a trillion dollars’ worth so far,\u201d Huang said at a conference in Washington, D.C.
Alongside broader concerns about the state of the U.S. economy, stock market momentum has been tripped up by worries about circular dealing among AI\u2019s biggest players<\/a>. This means the same money is being passed back and forth between several companies \u2014 even as each company\u2019s individual value climbs.
Nvidia is a fixture in the kinds of deals that are raising concerns. It recently announced a commitment alongside Microsoft to fund AI software provider Anthropic<\/a> with $10 billion.
This kind of big collaboration news would typically boost the stock prices of all the companies involved. But neither Nvidia\u2019s nor Microsoft\u2019s stock got a boost from the Anthropic announcement.
Analysts with Deutsche Bank said this is a sign of the ongoing investor wariness about deals like this.
\u201cIt goes to show how sentiment has turned more negative in the last few weeks, with the circular AI deals being treated with increasing caution as the conversation around a potential bubble has gathered pace,\u201d they wrote in a note published Wednesday.
The question now is whether the latest market hiccups represent a temporary pullback, or the onset of a more permanent state of affairs.
For the experts who are cautiously optimistic that the market will continue to climb, Nvidia’s massive haul serves to validate their rosy outlook.
\u201cWe think the investment boom has room to run,\u201d Goldman Sachs researchers wrote in a note published Wednesday, adding that the economy writ large has remained resilient, something that should provide ongoing support to stock returns.
Rob Wile is a Pulitzer Prize-winning journalist covering breaking business stories for NBCNews.com.
© 2025 NBCUniversal Media, LLC<\/p>\n

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news AlertsThere are no new alerts at this timeComputer chip giant Nvidia reported earnings and revenue Wednesday that beat Wall Street estimates, a signal to investors that the artificial intelligence boom that has fueled 2025’s record U.S. stock market gains and backstopped the economy writ large most likely has more room to run. Sales of […]<\/p>\n","protected":false},"author":1,"featured_media":172459,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[9],"tags":[],"class_list":["post-172458","post","type-post","status-publish","format-standard","has-post-thumbnail","category-us","entry"],"_links":{"self":[{"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/posts\/172458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/comments?post=172458"}],"version-history":[{"count":0,"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/posts\/172458\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/media\/172459"}],"wp:attachment":[{"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/media?parent=172458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/categories?post=172458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quixnet.net\/wpinstance\/wp-json\/wp\/v2\/tags?post=172458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}