Nvidia Earnings delivered another record-breaking quarter with $57 billion in revenue, driven by massive AI chip demand. While the strong results boosted market confidence, concerns over a potential AI bubble persist as major investors exit and capital expenditures surge globally.
Nvidia Earnings Hit Record $57 Billion, Fueling Global AI Momentum
TheInterviewTimes.com | November 20, 2025: Nvidia Earnings once again dominated global financial markets after the company reported its strongest quarterly numbers to date. On November 19, Nvidia posted $57 billion in Q3 revenue, beating analyst estimates of $55 billion. This 62% year-over-year jump was powered by relentless demand across the data center segment, which alone contributed $51 billion.
The dramatic surge reinforced Nvidia’s leadership in the AI semiconductor sector. The company also issued a robust forecast of $65 billion in revenue for the next quarter, sending shares more than 5% higher in premarket trading. The rally occurred even as broader tech markets remained volatile.
Nvidia’s performance further strengthened confidence that the global AI race is expanding at an unprecedented scale. Demand for advanced GPUs, particularly for cloud computing and generative AI workloads, continues to exceed supply.
NEWS: NVIDIA announces financial results for the third quarter of fiscal 2026.
— NVIDIA Newsroom (@nvidianewsroom) November 19, 2025
➡️ Record revenue of $57.0 billion, up 22% from Q2 and 62% from a year ago
➡️ Record Data Center revenue of $51.2 billion, up 25% from Q2 and 66% from a year ago
Read more: https://t.co/CD1aTAztZb
Investor Exits Trigger Debate Over AI Bubble
Despite the impressive Nvidia Earnings report, high-profile investor exits have revived fears of an impending AI bubble.
During Q3, Peter Thiel’s hedge fund, Thiel Macro, completely exited its Nvidia position, selling 537,742 shares valued near $100 million. Around the same period, SoftBank divested its entire 32.1 million-share holding, raising questions about whether major institutional players are anticipating overheating in the AI sector.
Market strategists remain split. Wedbush analyst Dan Ives dismissed bubble concerns, calling Nvidia’s results “proof that the AI boom is still expanding.” He highlighted projected $500 billion in AI-chip bookings for 2025 and 2026, which signal long-term stability.
However, skeptics warn that recent valuation spikes may be partially inflated by circular capital movements. They point to accelerated investments from Microsoft, Amazon, and global hyperscalers, who are collectively deploying hundreds of billions of dollars into AI infrastructure. Critics caution that such extraordinary capital flows could create vulnerabilities if demand cools or regulations tighten.
Must Read: NVIDIA AI Chips: The Engine Driving the AI Revolution
Jensen Huang Defends AI Growth Trajectory
Responding to bubble speculation, CEO Jensen Huang reiterated that Nvidia Earnings reflect a structural global shift—not temporary hype. Speaking at an investor forum, Huang said demand for Nvidia’s next-generation Blackwell AI chips remains “off the charts.” Cloud GPU allocations for multiple sectors, from scientific computing to enterprise AI, are already sold out.
Huang argued the AI industry is in only its “third inning,” signaling that the growth cycle is far from peaking. To strengthen long-term positioning, Nvidia is expanding its AI investment portfolio, including a $10 billion stake in Anthropic. This diversification strategy is designed to secure influence across next-generation AI platforms while limiting overreliance on one partner.
He also acknowledged uncertainties surrounding OpenAI and other large-scale AI developers, but stated that the “AI revolution is just beginning,” and that market valuations are supported by real structural demand.
Market Risks: High Capex, Power Limits, and Regulation
While Nvidia Earnings highlight the company’s enormous momentum, the broader market remains cautious. Analysts estimate that global AI-related capital expenditures may exceed $400 billion annually, driven by data center expansion, GPU capacity, and AI model development.
Key risks include:
- Power shortages impacting data center construction.
- Land constraints in major cloud regions like the US, Europe, and Asia.
- Regulatory pressures, especially around AI safety and data governance.
These factors could influence AI demand cycles in the coming years, potentially testing the sustainability of Nvidia’s current growth trajectory.
Nvidia Earnings: Key Takeaways
- Nvidia Earnings reached $57 billion, beating forecasts and driving market optimism.
- Massive investor exits have reignited debates over an AI-driven bubble.
- Jensen Huang insists the AI boom is entering a long-term expansion phase.
- Analysts expect $400B+ annual AI capex, but risks around power, land, and regulation remain.
- Nvidia’s next earnings cycle will be critical in assessing whether growth can sustain current valuations.