Machine Learning Street Talk Nvidia Scores $57B Revenue Amid AI Market Euphoria
Nov 20, 2025
Nvidia has achieved a staggering $57B in revenue, revealing the explosive interest in AI technologies. The company's data center services have surged, outpacing gaming revenue. Discussions on what's driving demand highlight the rise of new AI models and applications. Infrastructure investments are in the spotlight, with massive GPU buildouts underway. There's a buzz around the Blackwell Ultra GPU's ongoing popularity, amid supply constraints. Analysts ponder whether the current AI excitement hints at a bubble or is genuinely sustainable.
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NVIDIA's Feedback Loop With Startups
- Jaeden Schafer notes NVIDIA often invests in AI startups that later spend on NVIDIA products, creating a feedback loop.
- He describes this as a "gravy train" where companies raise money and buy more NVIDIA compute.
Data Centers Drive NVIDIA's Record Revenue
- NVIDIA reported $57 billion in Q3 revenue driven mainly by data centers rather than gaming or automotive.
- Data center revenue was a record $51 billion, showing AI compute is the dominant growth engine.
Demand Spans All Markets
- NVIDIA says demand spans cloud providers, enterprises, sovereigns, and supercomputing centers.
- The company announced infrastructure projects totaling about 5 million GPUs, indicating broad, multi-market tailwinds.