AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning Nvidia Posts Record $57B Revenue, Amid AI Bubble Fears
Nov 19, 2025
Nvidia has reached a staggering $57B revenue milestone, fueling discussions about the AI boom's sustainability. The company's data center business alone contributed a significant $51B. Growing demand for new AI models and infrastructure has driven this success, despite challenges in the Chinese market. With an optimistic forecast of $65B for the next quarter, the debate continues: is the AI bubble bursting or just evolving?
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Startups Feed Back Into NVIDIA
- Jaden observes many AI startups are effectively funded around NVIDIA technologies and then reinvest in NVIDIA products.
- He calls this a gravy train that keeps NVIDIA's market rally going.
Data Center Sales Fuel Massive Growth
- NVIDIA reported $57 billion in Q3 revenue, up ~60% year over year, showing massive growth momentum.
- Data center revenue drove the surge, with $51 billion coming from that segment alone.
Demand Is Broad And Compounding
- NVIDIA says demand spans cloud providers, sovereigns, enterprises, and supercomputing centers, indicating broad market adoption.
- Jensen Huang calls this a virtuous cycle where compute demand compounds across training and inference.