World Business Report Do NVIDIA results suggest AI boom or bubble?
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Nov 19, 2025 Susan Smith, a Portfolio Manager at Exchange Capital Resources, shares insights on NVIDIA's explosive $57 billion revenue, sparking debates about whether the AI boom is sustainable or a bubble. She discusses investor reactions and how NVIDIA's performance impacts global markets. The conversation also touches on the ethical implications of NVIDIA's chip deals with nations like Saudi Arabia and the rise of T20 cricket as revenue drivers. Smith provides a clear perspective on the Fed's mixed signals and the potential effects on investor confidence.
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NVIDIA's Revenue Shock
- NVIDIA reported $57bn in quarterly revenues, up 62% year-on-year, driven by AI data-centre demand.
- Management expects even stronger sales ahead and forecasted about $65bn next quarter.
Boom Or Bubble Depends On Your Lens
- Lily Jamali notes results can be read differently depending on whether you see an AI boom or bubble.
- She flags large vendor-financing deals (Anthropic, OpenAI, XAI) as a red flag for some investors.
Long-Term Holder's Perspective
- Hino Patel says his firm has held NVIDIA since 2017 and has celebrated its success for years.
- He reports channel checks showing sustained demand for AI infrastructure over the coming decade.