World Business Report Nvidia results: three numbers that matter
Nov 20, 2025
Niamh McDermott, a seasoned business journalist, dissects Nvidia's remarkable quarterly results, predicting a $500 billion revenue surge through 2026. She discusses the implications of U.S. export restrictions to China and Nvidia's staggering $4.5 trillion market value. Emma Wall, Chief Investment Strategist, analyzes the market's reaction and the prospects for interest rate cuts amid a divided Federal Reserve. They also touch on Meta's regulatory challenges and the extravagant purchase of a solid gold toilet for over $12 million.
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NVIDIA's AI Momentum Is Intact
- NVIDIA's results and guidance show the AI demand story remains strong and lifted markets on the surprise beat.
- The company expects $65bn next quarter and projects up to $500bn revenue surge through 2026, signalling durable growth.
Guidance Drives Market Euphoria
- NVIDIA's $65bn quarterly guide exceeded analyst expectations and rekindled risk-on market sentiment.
- The firm's $4.5tn market value and brief $5tn peak highlight how AI leadership re-rated tech valuations.
China Export Limits Curb Revenue Potential
- US export restrictions limit NVIDIA's ability to sell advanced AI accelerators in China.
- Jensen Huang has lobbied to ease rules, but the company still projects no sales of those accelerators in China for now.