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Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune
The world is undergoing three massive platform shifts at once, the CEO said, as the stock soared more than 6% in after-hours trading.
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cnbc.com
Nvidia CEO Jensen Huang surprised investors with a 'half a trillion' forecast. It'll come up at earnings
"This is how much business is on the books. Half a trillion dollars worth so far," Huang said at the company's GTC conference in Washington last month.
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fortune.com
Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.
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usatoday.com
What AI bubble? Nvidia stock rises as it beats Wall Street forecast
Nvidia delivered record third-quarter sales and robust guidance, beating Wall Street estimates and reassuring investors worried about an AI bubble.
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Jensen Huang pours cold water on an AI bubble. 'Nvidia is unlike any other accelerator' | Fortune
The world is undergoing three massive platform shifts at once, the CEO said, as the stock soared more than 6% in after-hours trading.
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Nvidia blows past revenue targets and forecasts trillions in AI infrastructure spending by end of decade | Fortune
Strong revenue and “off-the-charts” GPU demand show Nvidia’s AI engine still roaring as CEO Jensen Huang delivers a beat-and-raise quarter
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Nvidia CEO Jensen Huang rejects talk of AI bubble: 'We see something very different'
During Nvidia's quarterly earnings call, CEO Jensen Huang offered a three-pronged argument to suggest that AI isn't a bubble.
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CNBC Daily Open: Nvidia CEO suggests AI doesn't look like a bubble
Regardless of what the AI industry might look like in the future, from investors' perspectives, Nvidia's earnings are clearly something to cheer for today.
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Nvidia sent a strong signal on AI infrastructure — but is it a bubble barometer?
Analysts agree that Nvidia's earnings are a clear signal of of strong demand for AI infrastructure. Less clear, however, is whether the results can dispel fears of an AI bubble in…
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Nvidia earnings takeaways: Bubble talk, 'half a trillion' forecast and China orders
CEO Jensen Huang sounded confident in the company's products and bullish on the company's outlook during a call with analysts.
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Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals | Fortune
“The market did not appreciate our incredible quarter,” Huang said.
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This week in AI: Brushing off new bubble warnings, Google’s AI comeback and Nvidia’s China threat
This week, volatility took hold of the AI trade as bubble fears continued and Nvidia’s blowout earnings failed to steady the market. Deirdre Bosa has the story.